Tag Archives: tax planning

How Long to Keep Financial Records?

If paper decluttering was one of your New Year’s goals, you may be wondering which financial documents you can safely shred. While some documents need only be kept for a few months, others should be kept for several years, or … Continue reading

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Money & Banking Tips for the Tax Season

How can you save money and avoid a variety of problems at tax time? Guard against tax-related frauds. Examples include scam e-mails falsely claiming to come from the IRS. Many of these are intended to trick taxpayers into revealing Social … Continue reading

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Quarterly Review Can Keep Your Budget on Track

“A family budget needs to be frequently updated in order to remain relevant and useful,” says Community Bankers of Wisconsin President and CEO Daryll Lund. From Wisconsin’s propane shortage to post-holiday gift expenses to unexpected health costs, budget breakers can … Continue reading

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Mindful Giving: How Generous Will You Be in 2014?

Did you drop a dollar into a Salvation Army kettle this past holiday season? If you did, you are not alone. The holiday season provides charitable organizations an opportunity to raise funds for their good causes. Whether spurred by the … Continue reading

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