New IRS Withholding Tool

As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due to changes in tax withholding rates and limited deductions, the Tax Cuts and Jobs Act of 2017 created surprises like…

Year-End Financial Planning Checklist

As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re contributing to your workplace retirement account. If you’re not taking full advantage…

Should You Pay Off Your Mortgage?

After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there better ways to ensure your financial security? Making the best choice for you Paying down your mortgage faster—or paying it…

Year-End Financial Planning Checklist

As 2016 draws to a close, it’s time to begin organizing your finances for the New Year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re contributing to your workplace retirement account. If you’re not taking full advantage…