Tax Fraud

Tax Fraud: The IRS Dirty Dozen List

The Criminal Investigation (CI) unit is a special criminal division of the IRS. The CI is tasked with investigating and uncovering tax-related crimes and prosecuting these cases. Each year the CI provides the IRS an annual report detailing the work of the CI and highlighting their successes and enforcements related to tax and financial crimes…. Read more »

Save Money

Saving Money Isn’t a Luxury — It’s a Necessity

Saving money can often be a challenge—especially during times of financial uncertainty. As humans, we’re wired to take care of our needs now, and worry about later… well, later. However, saving money is a critical component of financial wellness.  Here, we break down why saving (even a small amount) can make all the difference: Saving… Read more »

10 SESLOC Rewards to Up Your Game

10 SESLOC Rewards to Up Your Game

Headed to the course to practice your swing? Did you know you can redeem your SESLOC HomeFREE Checking™ debit card and Visa Signature® Rewards card points for merchandise to help you improve your accuracy and enjoy the day on the links? Check out the top 10 SESLOC Rewards to up your game. Not registered? Head… Read more »

Employer Insurance

I’m Looking for a Job. How Can I Tell if an Employer is Offering a Good Insurance Benefit Package?

ASK A FINANCIAL PLANNER Ultimately, an employer is offering a good insurance benefit package if it’s one that appeals to you and meets your needs. But here are some specific things you might look for. Perhaps the most important piece is the health insurance offered. You’ll want coverage that adequately meets your medical needs. Hopefully,… Read more »

Save Money

15 Clever Ways to Cut Costs

During our recent webinar presentation, Money Management in Turbulent Times, we asked our attendees to collaborate and share their top tips for cutting costs. Cutting costs is an important strategy for stretching your budget so you can pay your debt down faster or hit your savings goals quicker. Check out the top 15 tips to cut costs… Read more »

understanding Tax Brackets

Understanding Tax Brackets

There are many misconceptions about how marginal tax brackets work and how they impact your federal tax return. This is what you need to know: For the 2020 tax year (to be filed by in 2021), the IRS set marginal rates of 10%, 12%, 22%, 24%, 32%, 35% and 37%. Your tax rate depends on… Read more »

Federal Tax Filing Season Starts Soon

Federal Tax Filing Season Starts Soon

The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021. Although tax seasons frequently begin in late January, the additional time will allow the IRS to update its programming and test its system to take into account any changes made by the Consolidated… Read more »

Financial Aid Changes

Financial Aid Changes on the Horizon

The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there’s a lot to talk about. On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. Included in the bill were several provisions related to education, including many changes to… Read more »

SESLOC Rewards for Valentine's Day

10 SESLOC Rewards for Valentine’s Day

Did you know you can redeem your SESLOC HomeFREE Checking™ debit card and Visa Signature® Rewards card points for merchandise and gift cards? Whether you need a gift for your significant other, or are planning to treat yourself, check out the top 10 SESLOC Rewards for Valentine’s Day. Not registered? Head over to SESLOC Rewards… Read more »

Identity Theft Myths

Top 10 Identity Theft Myths

In today’s world it is more important than ever to focus on the things that we can control to better safeguard our financial future. It’s easy to get complacent, lulled into a false sense of security, when there are many other more urgent things to think about. That’s why we assembled the Top 10 Identity… Read more »