Financial

What to Do with Stock Sale Records in Naples

When tax season comes around, most individuals usually don’t know which documents are important and which documents they don’t need. More specifically, taxpayers are typically unaware of how to handle stock sale records. Why You Should Keep Important Financial Documents ...
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Which Financial Documents Should You Shred and Which Should You Keep?

The old “death and taxes” adage is simple but accurate. In reality, we spend many hours gathering financial information. Then, it’s compiled into some semblance of organization for filing. Actually, we repeat the scenario year after year. Florida and the ...
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