Financial Wellness Center

 

Tax Scams to Watch Out For
Tax Scams to Watch Out For
Feb 12, 2019 3:00:36 AM

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, i...

Key Retirement and Tax Numbers for 2019
Key Retirement and Tax Numbers for 2019
Jan 10, 2019 12:00:31 AM

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

[VIDEO] Personal Financial Portal: What is it?
[VIDEO] Personal Financial Portal: What is it?
Oct 1, 2018 3:06:51 AM

The Personal Financial Portal (PFP) offers you a simple and secure location where you can monitor the financial componen...

Examining the Taxpaying Population: Where Do You Fit In?
Examining the Taxpaying Population: Where Do You Fit In?
Oct 17, 2017 5:59:10 AM

Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics ob...

Future of the Federal Estate Tax
Future of the Federal Estate Tax
Jul 15, 2017 5:07:02 AM

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may ...

[VIDEO] Risk and Reward
[VIDEO] Risk and Reward
Jul 2, 2017 7:39:33 AM

Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act ...

Tax Benefits of Homeownership
Tax Benefits of Homeownership
May 10, 2017 4:36:32 AM

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more aff...

Four Ways to Double the Power of Your Tax Return
Four Ways to Double the Power of Your Tax Return
Apr 2, 2017 4:15:04 AM

The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to y...

Will I owe income taxes when I sell my home?
Will I owe income taxes when I sell my home?
Feb 22, 2017 1:56:25 AM

In general, when you sell your home, any amount you receive over your cost basis (what you paid for the home, plus capit...

Key Retirement and Tax Numbers for 2017
Key Retirement and Tax Numbers for 2017
Jan 10, 2017 1:25:14 AM

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