Is Your Tax Refund Too Big?

Is Your Tax Refund Too Big?

Q: I’ve filed my taxes, and I’ll be getting quite a sizable refund this year. I love getting free money in my checking account, but I’ve heard this may not be a good thing. Am I doing something wrong?

A: Everyone loves getting money from the government, but your concerns are absolutely valid.

Tags: Taxes, tax refund, income tax, tax time, IRS, withholdings, 2023

Tax Tips 2023

Tax Tips 2023

Tax season is here again! Before you start stressing over those forms, though, read this guide for what you need to know about filing taxes in 2023. 

Dates to know

Take note of these important dates as you start preparing your 2022 taxes.

  • The tax filing deadline is April 18, 2023.
  • The extension deadline is Oct. 16, 2023. 

Tags: Taxes, income tax, tax time, IRS, tax filing, 2023

All You Need to Know About Buying a Home in 2023

All You Need to Know About Buying a Home in 2023

If you’re planning to buy a home this year, you likely know you won’t be dealing with typical circumstances. The real estate market has been completely upended by the pandemic along with its ensuing financial fallout, and it has yet to recover. While the extreme market conditions that characterized the last two years are beginning

Tags: home, house buying, real estate, mortgage, predictions, 2023

Don’t Get Caught Up in a Tax Return Scam!

Don’t Get Caught Up in a Tax Return Scam!

It’s tax season, and while that may mean you’re drowning in forms and paperwork, for scammers it means millions of taxpayers they can potentially dupe out of refunds or scare into making irrational moves. Here’s what you need to know about tax return scams and how to avoid them. 

How the scams play out

In a tax return

Tags: Taxes, IRS, tax preparation, fraud, scams, 2023

Saving At Any Age - America Saves Week 2023

Saving At Any Age - America Saves Week 2023

Saving is a lifelong skill and habit. You’re never too young to start learning and implementing positive savings behaviors. You’re also never too old to make positive changes, break cycles, and chart a different path when it comes to your finances.

Because there are a lot of emotions tied to finances, creating a positive mindset and

Tags: Savings, America Saves Week, 2023, youth savings

Paying Down Debt IS Saving - America Saves Week 2023

Paying Down Debt IS Saving - America Saves Week 2023

It’s Day Four of America Saves Week and today’s focus centers around reducing debt.

Do you consider paying down your debt as saving? You should! There are many natural benefits of reducing your debt, including increasing your credit score, saving money on interest and fees, and gaining more disposable or

Tags: Savings, America Saves Week, 2023, debt

Saving for Major Milestones - America Saves Week 2023

Saving for Major Milestones - America Saves Week 2023

A common question when it comes to saving… How do you save for so many things at once?

One of the most overwhelming parts of saving for everyday Americans is balancing saving for so many competing priorities. Not only do you need to save for short-term emergencies and opportunities, but also for future and

Tags: Savings, America Saves Week, 2023, milestones

Saving for the Unexpected - America Saves Week 2023

Saving for the Unexpected - America Saves Week 2023

Day Two of America Saves Week focuses on saving for the unexpected. Having short-term savings is essential to overall financial stability and boosts your financial confidence.

What is short-term savings? Having savings set aside for those unexpected emergencies and opportunities that arise.

Tags: Savings, America Saves Week, 2023, unexpected

Saving Automatically - America Saves Week 2023

Saving Automatically - America Saves Week 2023

It’s America Saves Week! Each year we encourage our community to dedicate this week to pause and do a financial check-in, and this year is no different. Join us this week to get a clear view of your finances, set your financial goals, and make a plan to achieve them.

Participating in the week will set you on the path

Tags: Savings, America Saves Week, 2023, saving automatically

Don’t Get Caught in a P2P Scam

Don’t Get Caught in a P2P Scam

P2P platforms, like Zelle, Venmo and PayPal, have made life so much easier for many consumers. Paying your friend back for the $20 you borrowed while at the mall, splitting a meal and purchasing a shared gift are now as easy as a few quick screen swipes. Unfortunately, though, P2P scams are rampant and varied. Also, once money is transferred through a P2P

Tags: p2p, payments, Zelle, Venmo, Paypal, scam

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