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So far has created 288 blog entries.

Tax Tip Tuesday: Tax Tips for Parents

March 28th, 2017|

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

Being a parent can be both exhilarating, and chaotic and the financial implications can be complicated, particularly at tax time. However, parents can check out these tips to help lower tax bills and/or lead to a larger refund:

1. There are a number of tax credits […]

Message in a Bobble

March 27th, 2017|

By Pete Biebel, Vice President

The market dropped the ball last week. It had been kind of sort of juggling the thing all month, trying to carry its winter romp into the spring. Most market averages hit their highs on March 1, the day after President Trump’s address to Congress. At some point during that celebratory […]

Tax Tip Tuesday: Yes, You Can Direct Deposit Your Tax Refund into Your IRA!

March 21st, 2017|

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

If you haven’t yet filed your tax return and are expecting a refund this year, there is an easy way to turn that refund into retirement savings without being tempted to spend it. Did you know you can direct deposit your tax refund into […]

Which Witch Glitch Watch

March 20th, 2017|

By Pete Biebel, Vice President

After an unseasonably mild month of February, winter returned to the Midwest and Northeast last week. The Washington Post reported late last week that nearly half of the Capitol City’s cherry blossoms died as a result of the sudden reversal in temperature. Coincidental to the severe change in weather were some […]

Tax Tip Tuesday: SEP IRAs and Other Retirement Plan Reminders

March 14th, 2017|

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

It’s that time of year where the attention of many business owners quickly turns to tax season and ways to reduce taxes—while increasing savings.

For small business owners looking for 2016 tax deductions, along with a way to jump start your retirement savings, the SEP IRA […]

Spring Break

March 13th, 2017|

By Pete Biebel, Vice President

Last week, like legions of spring breakers, the stock market decided it was time to head south. All the major averages had slogged northward through the winter months. They reached, what to date, stands as their highs on Wednesday March 1 on the blowout, short-squeeze rally day that followed President Trump’s […]

Tax Tip Tuesday: Extra Time to Contribute To Your IRA

March 7th, 2017|

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

It’s not too late. You can still make a contribution for 2016 to your Roth, traditional, or SEP IRA (if you are self-employed). This year there is a little extra time for everyone. All individuals have until Tuesday, April 18, 2017 to file their […]

Please Don’t Squeeze the Shaman

March 6th, 2017|

By Pete Biebel, Vice President

Where we individual investors, the relatively inactive majority, fill most of the pews in the house of worship that is the market, proprietary traders, high-frequency traders and institutional money managers are the high priests. Their day-to-day activity dwarfs that of individual investors. It is their reaction to economic reports, earnings announcements […]

Tax Tip Tuesday: Give me back my refund!

February 28th, 2017|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

The IRS has released its “Dirty Dozen” of leading tax scams. For the first time, “phishing” schemes have topped the list. In 2016 alone, phishing scams and malware incidents increased 400 percent (IR-2016-28). These scams are often designed to confuse taxpayers, […]

Tax Tip Tuesday: Ideas for Your 529 Plan

February 28th, 2017|

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

Whether you have a 529 plan in place or are thinking about setting one up, here are some tax tips to keep in mind during tax time this year.

If you already have a 529 plan, start gathering your paperwork. If you have the following documents […]