Keeping you informed

January is Financial Wellness Month, a time to check-in with your financial strategy.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

Here are some things you might consider before saying goodbye to 2022.

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

The IRS has released record high contribution increase for 2023. This article details the changes.