Financial Wellness Center
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Jul 31, 2023 8:31:04 AMIn December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt...
Are You Eligible for College-Related Federal Tax Benefits?
Jun 5, 2023 10:17:00 AMCollege students and parents deserve all the help they can get when paying for college or repaying student loans. If you...
Year-End 2022 Tax Tips
Nov 25, 2022 12:22:00 PMHere are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Eff...
2023 IRS Retirement Contribution Limits
Oct 21, 2022 1:51:12 PMThe IRS has announced cost of living adjustments changing dollar limitations for retirement-related items for the tax ye...
Maintaining Your Financial Records
Oct 18, 2022 12:52:00 PMAn important part of managing your personal finances is keeping your financial records organized. Whether it's a utility...
FAFSA Opens on October 1
Sep 20, 2022 11:39:00 AMThe Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, 2022. Here are so...
Consider a Bond Ladder for Rising Interest Rates
Sep 8, 2022 11:39:00 AMAfter dropping the benchmark federal funds rate to a range of 0%–0.25% early in the pandemic, the Federal Open Market Co...
Coping with Identity Theft
Aug 3, 2022 8:23:00 AMWhether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they...
How to Help Protect Yourself Against Identity Theft
Aug 2, 2022 12:21:00 PMMassive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital ...
Uncle Sam Wants to Know About Your Gig Income
Jul 21, 2022 1:00:00 PMIf you earn money through an app or online digital platform, you may be affected by a tax reporting change that took eff...