Financial Wellness Center

 

There’s Still Time to Contribute to an IRA for 2021
There’s Still Time to Contribute to an IRA for 2021
May 1, 2022 4:17:59 PM

I forgot to contribute to my IRA last year. Is it too late? Maybe, maybe not. Generally speaking, the IRS allows you to ...

5 Modifications to Make to Your Finances After Buying a Home
5 Modifications to Make to Your Finances After Buying a Home
Apr 14, 2022 2:31:00 PM

Buying a home is one of the most financially significant events of your life. But even after closing, your financial wor...

Splurge or Save? Making the Most of Your Income Tax Refund
Splurge or Save? Making the Most of Your Income Tax Refund
Apr 3, 2022 12:04:04 PM

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hand...

[VIDEO] Charitable Giving and Your Financial Plan
[VIDEO] Charitable Giving and Your Financial Plan
Dec 17, 2021 10:30:00 AM

Giving to causes you care about is satisfying, but are making the most of your donations? Watch this video to see how us...

Year-End 2021 Tax Tips
Year-End 2021 Tax Tips
Nov 15, 2021 12:21:00 PM

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year ...

Home Ownership & Your Taxes
Home Ownership & Your Taxes
Oct 25, 2021 12:34:00 PM

Homeownership comes with many financial perks like building equity, and enjoying the predictability of a relatively stab...

Test Your Knowledge of Financial Basics
Test Your Knowledge of Financial Basics
Sep 23, 2021 1:01:00 PM

How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics....

Should I Be Concerned About Inflation?
Should I Be Concerned About Inflation?
Jul 30, 2021 1:00:55 AM

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared it...

How Does a Profit-Sharing Plan Work?
How Does a Profit-Sharing Plan Work?
May 11, 2021 5:05:05 AM

A profit-sharing plan is a defined contribution plan in which your employer has discretion to determine when and how muc...

Due Date Approaches for 2020 Federal Income Tax Returns
Due Date Approaches for 2020 Federal Income Tax Returns
Mar 1, 2021 1:37:44 AM

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that inc...