MONEY MADE SIMPLE

MONEY MADE SIMPLE

  • Why Your 1099-B Doesn’t Match What You Paid for Your Stock

    Understanding your 1099-B cost basis can be confusing, especially when the number on your tax form doesn’t match what you remember paying for your investment. What Is 1099-B Cost Basis? 1099-B Doesn’t Match What You Paid! “Wait… that’s not what I paid.” You’re not alone. Every year thousands of investors believe their brokerage made a…

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  • The Biggest Money Mistake I See People Make (And It’s Not What You Think)

    Most people believe they have an income problem. Sometimes they do. But after watching friends, family, coworkers, and even myself over the years, I’ve realized something else. The biggest money mistake isn’t always earning too little. It’s not knowing where your money is actually going. I Learned This the Hard Way When I was younger,…

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