Year End Tax Tips
UPDATE: Due to last minute provisions to the tax bill which developed after we released this information, and before the final bill passed, most of these recommendations are no longer valid. One of our favorite Easter Eggs in the Tax Bill which allowed for prepayment of state and local income taxes in order to claim […]
Are You Prepared for a Disaster?
Are You Prepared for a Disaster? Nora Smith, Information Services Manager This Holiday season, so many of us are watching the news helplessly as the fires rage in California and thousands have been forced to leave their homes. The ongoing natural disaster in the West comes on the heels of a horrific Hurricane season that […]
Happy #GivingTuesday!
Your Guide to Charitable Giving this Holiday Season Sara Rolls, Associate Advisor What is #GivingTuesday? According to www.givingtuesday.org #GivingTuesday is celebrated on the Tuesday following Thanksgiving (in the U.S.) and the widely recognized shopping events Black Friday and Cyber Monday. #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. […]
IRS Contribution Limit Changes for 2018
What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been […]
Want to help your kids financially? Be the bank.
I want to help my (adult or young adult) kids (or grand kids) financially without just giving them money. Have you ever thought this? Have you wanted them to still have some accountability or teach them to manage some debt without it being such a burden to them? This is something we hear and get […]
