Insights

Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting on Your Tax Return

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Feb 9, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning It’s tax season again. Whether you…

Tax Tip Tuesdays
Tax Tip Tuesday: Tax Season Arrives, a Little Late This Year

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

Feb 2, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager of Wealth Planning Strategies As you continue to labor…

Tax Tip Tuesdays
Year-End Financial To-Do: Review Your Estate Plan

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

Dec 29, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies So, you’ve made it through Christmas…

Estate Planning, Year-End Financial To-Do
Making Annual Gifts to Family and Unique Charitable Giving Opportunities for 2020

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

Dec 3, 2020 –

Many love the feeling of a satisfying gift to a loved one. For those that may face a…

Year-End Financial To-Do
November 16, 2020

By Tad Edwards, Chairman, CEO and President

Nov 16, 2020 –

A Thanksgiving Message from our CEO and President, Tad Edwards

Updates from Tad Edwards
Scary Financial Mistakes: Dying Without an Estate Plan

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

Oct 29, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies As the Scary Financial Mistakes blog…

Estate Planning
Why College Parents Should Consider a Power of Attorney

Are you preparing to send a child off or back to college? Dorm room decorations, getting the car serviced, and just about every other worry about your “little one” heading off on their own may be passing through your mind. However, one item often overlooked is that your college-age children are over 18, and therefore are adults in the eyes of the law. That has some significant legal ramifications that many don’t consider.

Oct 9, 2020 –

Are you preparing to send a child off or back to college? Dorm room decorations, getting the car…

Education Planning
September 24, 2020

By Tad Edwards, Chairman, CEO and President

Sep 24, 2020 –

Updates from Tad Edwards
As Education Expenses Continue to Climb, Are You Saving Now or Borrowing Later?

By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing

May 29, 2020 –

This spring and summer the whole world is living through something that has never been experienced in our…

Education Planning
May 27, 2020

By Tad Edwards, Chairman, CEO and President

May 27, 2020 –

Updates from Tad Edwards
Tax Tip Tuesdays: When’s the Last Time You Did a Paycheck Check-Up?

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Apr 7, 2020 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning This time last year, many taxpayers…

Tax Tip Tuesdays
Tax Tip Tuesdays: Higher Income Means More Taxes and Likely Less Deductions

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

Mar 31, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies While tax rates these days are…

Tax Tip Tuesdays