Financial Wellness Center

 

Higher Learning: 529 Plans
Higher Learning: 529 Plans
Feb 26, 2021 11:37:00 PM

During these uncertain times, 529 plans may make more sense than ever What is a 529 Plan? A 529 plan is a tax-advantaged...

Key Retirement and Tax Numbers for 2021
Key Retirement and Tax Numbers for 2021
Feb 22, 2021 11:55:58 PM

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retire...

Is Now a Good Time to Consider a Roth Conversion?
Is Now a Good Time to Consider a Roth Conversion?
Nov 16, 2020 4:50:35 AM

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulen...

Year-End 2020 Tax Tips
Year-End 2020 Tax Tips
Nov 3, 2020 4:35:48 AM

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year ...

2021 Retirement Contribution Limits
2021 Retirement Contribution Limits
Oct 27, 2020 4:54:49 AM

View as PDF On October 26, 2020, the IRS announced cost of living adjustments changing dollar limitations for pension pl...

[VIDEO] FICO Scores and Managing Credit
[VIDEO] FICO Scores and Managing Credit
Dec 10, 2019 11:19:00 AM

Your credit score is one of the most important numbers in your life. And it's important to know how to manage it. Watch ...

Ten Year-End Tax Tips for 2019
Ten Year-End Tax Tips for 2019
Nov 9, 2019 11:34:17 PM

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time t...

IRS Announces 2020 Retirement Plan Limits
IRS Announces 2020 Retirement Plan Limits
Nov 6, 2019 3:04:57 AM

Download as PDF On November 6, 2019, the IRS announced cost of living adjustments changing dollar limitations for pensio...

Real Estate Investing 101
Real Estate Investing 101
Sep 20, 2019 4:42:34 AM

Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn ...

Confused How the New Tax Law Affects You?
Confused How the New Tax Law Affects You?
Jul 31, 2019 9:13:02 AM

You may need to reconsider how you file your return In 2018, the most significant changes to US individual taxes since 1...