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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

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Tax Tip Tuesday: Tax Season is Here!

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Jan 30, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Much like the freezing storms that…

Tax Tip Tuesdays
Tax Tip Tuesday: A Look Back at Our Tax Tips

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Apr 18, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies It’s the last day of tax…

Tax Tip Tuesdays
Tax Tip Tuesday: Understanding Mutual Fund Distributions

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing

Apr 11, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing Mutual funds continue to be…

Tax Tip Tuesdays
Tax Tip Tuesday: Refunds for Repayments for Coronavirus and Other Disaster-Related Distributions

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning

Apr 4, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Did you take a…

Tax Tip Tuesdays
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Mar 28, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Tax rules have generally remained unchanged,…

Tax Tip Tuesdays
Tax Tip Tuesday: SEP IRAs and Retirement Plan Reminders During Tax Season

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Mar 21, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we move into “crunch time”…

Tax Tip Tuesdays
Tax Tip Tuesday: Make Your IRA Contributions by April 18 This Year

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning

Mar 14, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning You have a little…

Tax Tip Tuesdays
Tax Tip Tuesday: Defer Taxes and RMDs – The Appeal of QLACs

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Mar 7, 2023 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Qualified Longevity Annuity Contracts (QLACs) are issued…

Tax Tip Tuesdays
Tax Tip Tuesday: Beware of Potential Tax Scams

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Feb 28, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies The IRS continues to publish warnings…

Tax Tip Tuesdays
Tax Tip Tuesday: Working With a Tax Preparer

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing

Feb 21, 2023 –

By Ashlee Ogrzewalla, CFP®, Vice President and Manager of Financial Planning & Marketing For many people, preparing and…

Tax Tip Tuesdays
Tax Tip: The Age-Old Question of Tax Season – When to File?

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Feb 14, 2023 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Now that the holiday season is…

Tax Tip Tuesdays
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning

Feb 7, 2023 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning It’s tax season again. …

Tax Tip Tuesdays

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