Tax Season 2024: Part 3 of 3

Tax Season 2024: Part 3 of 3

What to Do With Your Files and Documents After Tax Season Tax season is almost over, and most folks can breathe a sigh of relief after April 15th. But what should you do with all those files and documents you’ve accumulated? Here are a few tips: 1. Keep your tax returns for at least three […]

HELOC 6-Month Special

For a limited time, new Home Equity Lines of Credit (HELOCs) may qualify for a 6-month special interest rate of 1.00% APR (Annual Percentage Rate). After the 6-month period, rates will return to the standard rate, currently as low as 8.75% APR as of March 15, 2024. This offer has been extended through July 31, […]

Tax Season 2024: Part 2 of 3

According to a report from IPX1031 almost a THIRD of Americans procrastinate getting their taxes in until the last minute with Millennials (those born from 1981-1996) being the worst offenders. While Ohio is one of the better states about getting it done quickly overall, Columbus is on the list of the top 50 cities that procrastinate.  […]

Unlock Financial Success in 2024: Resolutions

As January unfolds and resolutions are set, many embark on a journey to redefine themselves – physically at the gym or financially in their lives. While fitness centers experience a surge in memberships, the sad truth is that more than 90% of these well-intentioned individuals become “no-shows” after just three months. Much like setting fitness […]

Tax Season 2024: Part 1 of 3

As tax season kicks off, it’s essential to be vigilant and safeguard your personal and financial information from potential fraud. Fraudsters are notorious for exploiting this time of year to launch scams and steal sensitive data. Here are some crucial tips to help you navigate tax season securely and prevent falling victim to tax-related fraud: […]
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