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Fidelity IRA/401k account changes

August 10th, 2015 Posted in Business, Finance Tips

If you have an IRA and possibly a 401(k) you need to contact Fidelity and tell them that you want an update of your account¬† to report all cost basis on reinvested dividends and capital gains.¬† If you don’t the cost basis of your investments that you are seeing on your account will only show money from purchases and your dividend reinvestments will not be accounted for when figuring your cost basis per share.

Financial Plan

August 10th, 2015 Posted in Business, Finance Tips

When creating a financial plan one of the first considerations needs to be your personality type. Embrace your own aptitudes and abilities, everyone works differently. Ask for advice learn from those you respect but make it fit you. Example if 10pm is your best think time don’t try thinking at 8am, work with your abilities.

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