Financial Wellness Center

Jul 31, 2019

You may need to reconsider how you file your return In 2018, the most significant changes to US individual taxes since 1986 took effect. Many...

Jul 29, 2019

Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by...

Jul 23, 2019

If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time...

Jun 14, 2019

A will may be the most vital piece of your estate plan, even if your estate is a modest one. It is a legal document that lets you direct how your...

Apr 09, 2019

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000,...

Mar 26, 2019

More than 60% of children under age six in the United States have two parents in the workforce. 1Many of these working parents must spend a...

Mar 18, 2019

Tax season is a good time to get your financial records in order. And whether you are doing it on your own or hiring a tax preparer to assist you,...

Mar 12, 2019

Tax season is one of the most active times of the year for identity theft and targeted phishing attacks. With the number of scam phone calls on the...

Mar 12, 2019

As a business owner, you should be aware of some recent federal tax legislation changes. Many of the changes can affect the bottom line for the...

Mar 04, 2019

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a...

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