Greetings,
As the investor you are in a position of strength. Do your homework and contact your CPA for assistance.
“Thinking of hiring a financial adviser? Good luck figuring out if they’ve left unhappy clients in their wake.”
https://www.wsj.com/articles/financial-advisor-disclosure-regulations-adv-11667576312
Notification of advanced child tax credit.
You will receive IRS letter 6419. Place it with your tax documents.
Unfortunately the IRS has warned that some of these letters may include incorrect information.
Go to your bank account, locate and print the actual dates and amounts of payments you received.
Please send us both the IRS letter and confirmation of the deposits to your bank account.
Guidance – remote workplace will help as you return to the main office.
https://www.wsj.com/articles/what-working-from-home-taught-us-about-our-office-setups-11622980800?st=qqr9wry33wpaphv&reflink=article_gmail_share
Answers to the test not included. Plan for your expected family contribution.
Rates are rising – to keep you informed: