Financial Education Center

Appropriate Checklists for Year-End Tax Planning

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.

Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year.

2021 Year-End Tax Planning Strategies:

As one year winds down and we prepare for a new one, here are some simple tips to help lower your taxes and put you on solid financial footing as we look forward to 2022.

Getting Started: Establishing a Financial Safety Net

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises.

Is Shopping for a New Checking Account on Your Holiday To-Do List?

What’s left on your holiday to-do list? From purchasing gifts, decorating, or finishing up projects around the house, your list can have a variety of different things on it. As all of these things cost money, it’s an ideal time to check in with your finances and your checking account.

Are You Ready to Add a New or Additional Checking Account to Your Shopping Cart?

It’s that time of year when most Americans are online shopping for everything from toys and trinkets to decorations and the best cyber-holiday deals. And, this year, the sales, deals, discounts, and cyber-holidays seem to be ongoing.