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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 Arrives!

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

Jan 31, 2023 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As is our custom here in…

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

With tax season ending yesterday that doesn’t mean you need to forget about your tax situation…

Apr 19, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies With tax season ending yesterday that…

Tax Tip Tuesdays
Tax Tip Tuesday: Where’s My Refund?

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Apr 12, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning If you have…

Tax Tip Tuesdays
Tax Tip Tuesday: Asset Location Can Help Manage Large Mutual Fund Distributions

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Apr 5, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning If you own…

Tax Tip Tuesdays
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2022

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

Mar 29, 2022 –

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

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans

Mar 22, 2022 –

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans We’ve now gotten far enough into 2022 that…

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

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Mar 15, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning You have a…

Tax Tip Tuesdays
Tax Tip Tuesday: Variable Universal Life Offers Numerous Tax Advantages

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

Mar 8, 2022 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Investing in a retirement account such as…

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

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

Mar 1, 2022 –

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 – Feb. 2, 2022

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing

Feb 22, 2022 –

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing For many people, preparing and filing…

Tax Tip Tuesdays
Tax Tip Tuesday: When is the Best Time to File? 2022

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

Feb 15, 2022 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Tax season brings with it a…

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

By Theresa Cagle-Fry, Senior Vice President, Manager of IRA’s, Retirement & Education Planning

Feb 8, 2022 –

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

Tax Tip Tuesdays

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