Be Prepared: Common Income-Related Tax Documents
/
A checklist of common documents related to income that you will need when preparing to file your taxes for last year.
Read More
Be Prepared: Interest, Dividends and Distributions
/
Discussing investments and their yields, and how these returns factor into tax preparation.
Read MoreBe Prepared: Wages, the W-2, and 1098-E Forms
/
Reviewing employee wages, salaries, taxes, and other forms of compensation, and how they are reported.
Read MoreBeing a Smart Banking Consumer: Opening a Checking Account
/
Reviewing what is needed to open a checking account, and some of the documents you’ll receive when you do.
Read MoreBeing a Smart Banking Consumer: Common Checking Account Activities
/
Outlining the most significant types of transactions completed using checking accounts.
Read MoreBeing a Smart Banking Consumer: Checking Accounts
/
Every bank has different names for checking accounts, but generally, they are all basically limited to a few specific types.
Read MoreBeing a Smart Banking Consumer: Bank Rights and Responsibilities
/
Some of the most important responsibilities a bank has to you, the customer, are set out in the agreements you sign and/or agree to when you open an account.
Read MoreBeing a Smart Banking Consumer: An Introduction to Banking
/The more information you have about why and how banks do what they do, the better consumer you can be.
Read More