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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.
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Five Common Misconceptions About Retirement
When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.
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Online Banking Disclosures
Online Banking Disclosures
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Prepping Early For Tax Day
Taxes Prepping Early For Tax Day Prepping Early For Tax Day Insights from experienced financial ... taxes. You will also need the social security numbers for yourself, your spouse, and any dependents,
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Protect Yourself From Card Skimming
Reports of ATM skimming are on the rise. Card skimming at gas pumps has also been reported in the Capital Region. Fraudsters install “skimmers” to steal data from a card’s magnetic stripe and then use that information to create counterfeit cards. Here are some more ways to protect yourself from skimming.
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Tax Season Scams
People who claim to be IRS officials are stealing money from taxpayers. See how the imposter scam works and protect yourself from other trending frauds and identity-thieves.
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Six Keys to More Successful Investing
Here are six basic principles that may help you invest more successfully.
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8 Things Financial Planning Can Help You Address
Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different.
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Home Buying Education
Helpful steps for the first-time homebuyers.
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Rebate vs 0 Percent Financing
There are many things to consider when buying a new car. One decision that many people are faced with is whether to take a large, cash-back rebate offered by the dealer or choose zero percent financing.
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The Great Resignation – Were you one of the 20 Million people?
When people switch jobs, retirement may not be top of mind. It’s important to know your options for your existing retirement accounts and what the new employer offers. Make an appointment with one of our Advisors if you fall into this category. We can help!
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Feb 22 Market Update
MarketUpdates February Market Update Timely information on current market trends Stocks have gotten ... anxiety running high, here are some important numbers that should help calm some nerves. The S&P 500
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What to Do with Your Retirement Plan During Lay-Offs or Furloughs
If you have lost your job or been furloughed, you may be wondering what to do with your retirement account. Depending on your situation, you may want to consider one of the following options.
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An Essential Guide to Estate Planning Preparedness
If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.
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The Facts about Social Security Retirement Benefits
SocialSecurity The Facts about Social Security Retirement Benefits Insights from experienced ... careers. They must also have a social security number and have had employment at some time in the United
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CAP COM FCU Donates $50,000 to Regional Food Bank, Continues Additional Community Relief Efforts
CAP COM Federal Credit Union and its charitable giving arm, the CAP COM Cares Foundation, have announced a $50,000 donation to the Regional Food Bank of Northeastern NY to help with COVID-19 community relief efforts.
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Five Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on a person's health and happiness. Here are five habits you may wish to adopt to work toward financial wellness.
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A Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.
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Insurance Needs in Retirement
Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.
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Business Credit Card
Turn your everyday business expenses into rewards with CAP COM's Business credit cards.
