Whether you're preparing your own tax return or paying someone to do it for you, tax season can be a stressful time of year. Make things easier on yourself by pulling all your information together sooner rather than later--that includes a copy of last year's tax return, W-2s, 1099s, and any deduction records you have.
Posted by: Jenny Avon, Online Marketing Manager, Associate Since 2002
2/16/2016 10:09:05 AM | with 0 comments
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you should also consider investing in an IRA.
Posted by: Jenny Avon, Online Marketing Manager, Associate Since 2002
3/23/2015 9:34:43 AM | with 0 comments
Adam Nieto joins elite inaugural Hall of Fame and Susan Lyle is recognized for outstanding performance with investment program’s broker dealer.
9/15/2014 11:49:54 AM | with 1 comments
Bank receives 2013 Gold Pinnacle Award for its growth and excellent service to San Francisco Bay Area
9/15/2014 11:42:17 AM | with 0 comments