How Could Trump’s Tax Proposal Affect You?

President Trump recently released his income tax proposals, as part of his planned budget overhaul. While no changes have yet been approved, you might be wondering how any alterations to

4 Reasons to Scrutinize Your Bank Statements

As busy as you are, it can be easy to let some “unnecessary” tasks slide. You’re not exactly in danger of overdrawing your bank account, so it can be tempting

5 Ways to Improve the Safety of Your Online Banking

In 1798, a bank porter named Thomas Cunningham, along with two accomplices, pulled off the first ever known bank robbery. Cunningham simply stayed at the Bank of Pennsylvania after his

Start Reducing Next Year’s Taxes Now

Now that April has come and gone, you can stop worrying about your 2016 income taxes (unless, of course, you filed an extension). Whether you received a welcome refund or

Safeguarding Your Assets During Turbulent Times

After the recent Presidential election, we saw a bit of turbulence in the stock market. That tends to happen any time political events seem uncertain and unpredictable, so we’re not

When Is the Right Time for You to Take Social Security?

If retirement is right around the corner for you, then you likely have some big decisions on your plate. One of those decisions may be when to file for Social

Estate Planning Tips to Avoid Excessive Taxation, Part 2

In last week’s blog, we pointed out that the more your estate is worth, the more likely it is that the IRS will audit your return. The last thing you

The Keys to Financial Success May Be Embedded in Your Personality

We’re conditioned to believe that financial success is the result of education and hard work. Sometimes, we imagine, luck even comes into play. But researchers say there are actually more

One Easy Way to Save Thousands in Taxes

Contributing to a tax-advantaged retirement account is one of the best ways to reduce your federal income tax liability while also preparing for a stable future. But once you reach