Tax Prep Tips: What Do I Need to Know to File Successfully?

by Hal Bundrick 20. February 2014
Filing your 2013 taxes means digging through your calendar, rustling up a bunch of receipts and trying to account for everything that might qualify as a valid deduction or tax credit. To help nudge you in the right direction, here are some legal loopholes you may want to take advantage of. Remember Job Search Deductions If you landed a new job last year – in your same occupation – you can generally deduct the expenses that exceed 2% of your adjusted gross income. That can include emp... [More]

Considering a Fixed Annuity for your maturing Certificate of Deposit? Not sure how they stack up against one another?

by Marylove Moy 26. April 2011
Recently, we sent out a Fixed Annuity (FA) mailer to our 18-month Certificate of Deposit (CD) customers. We did this in hopes of offering our customers an alternative option in the event that their Certificate of Deposit is nearing maturity.  With that being said, we thought there might be other folks out there (including those who received the mailer) that could be asking themselves, "What's the difference and more importantly, which one is the most beneficial for me?" To answer this ... [More]


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