Financial Wellness Center

Jul 15, 2017

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

Jul 02, 2017

10,000 baby boomers will be age 65 tomorrow, the age for retirement, but not all have optimized their financial future. It's not too late to...

May 10, 2017

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive....

Apr 02, 2017

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 you, but here are some ideas...

Feb 22, 2017

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

Jan 10, 2017

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

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