When it comes to understanding your finances and making smart purchasing decisions, there's a lot you need to know. We're passionate about helping our members better understand their finances so that they can feel secure and informed about their decisions.

  • Smart Tax Planning

    For most people, taxes are something they only think about on April 14th. Just kidding – you probably have your tax return done before then. However, do you think about taxes outside of filing your return? Smart tax planning is not just claiming all of the deductions and credits you are entitled to so that you can get a bigger refund. It also involves thinking about and engaging in methods to legally lower your tax burden throughout the year. This program will cover:

    • Retirement Plans
    • Education Plans
    • Flexible Spending Accounts and Transportation Savings Accounts
    • Investing
    • Tax Fraud