Blog
Four Tips for Planning a Career Change
April 29, 2019
Changing careers can be rewarding for many reasons, but career transitions don’t always go smoothly. Your career shift may take longer than expected, or you may find yourself temporarily out of work if you need to go back to school or can’t immediately find a job. Consider these four tips to help make the financial…
How Does the Federal Reserve Affect the Economy?
April 29, 2019
If you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed held interest rates,” or “market watchers are wondering what the Fed will do next.” So what exactly is the Fed and what does it do? What is the Federal Reserve? The Federal Reserve — or “the…
How much money should a family borrow for college?
April 29, 2019
There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One guideline is for students to borrow no more than their expected first-year starting salary after college, which, in turn, depends on a…
Due Date Approaches for 2018 Federal Income Tax Returns
March 27, 2019
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2017 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to…
Four Reasons Your Parents Might Be in Financial Trouble
March 27, 2019
As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they’re experiencing financial trouble. Money can be a sensitive subject to discuss, but you’ll need to talk to your parents about it in order to get to the root of…
Rules on Opening a 529 Plan Account for College
March 27, 2019
Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account. Can I open an account in any state’s 529 plan or am I…
Operation Education Outreach Continues with Third Symphony Sponsorship
March 3, 2019
We are proud to announce our third school sponsorship in two months, as we are supporting the annual dinner auction for Marguerite Montgomery Elementary. The school’s PTA will hold the Mexican-themed dinner and auction from 5:30 to 10 p.m. March 2 at the Veterans Memorial Center. There will be music, drinks, dinner, and silent and…
Proud to Support the Davis Parents Nursery School as an Event Sponsor
February 24, 2019
We are proud to announce that we served as a sponsor for the for the Davis Parents Nursery School annual fundraiser and auction. The fundraiser and auction—coinciding with the preschool’s 70th anniversary—was held February 23 at the Vets Memorial Center. The preschool is a parent cooperative, meaning it is administered and maintained by parents. The…
Symphony Is Supporting North Davis Elementary
February 23, 2019
We were excited to sponsor the annual fundraiser and auction for North Davis Elementary School. The school’s PTA hosted the event February 22 at the Veterans Memorial Center. It’s the biggest fundraiser for the school, and we were honored to join it as part of our ongoing community outreach. In addition to our sponsorship, we…
Tax Scams to Watch Out For
January 30, 2019
While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best interest to always be vigilant so you don’t end up becoming the victim of a fraudulent tax scheme. Here are some of the more common scams to watch out for….