Blog

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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….

Read More

Hidden Gem: HSAs in Retirement

January 30, 2019

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). HSA in a nutshell…

Read More

Hybrid Funds: Balanced, Lifestyle, or Target?

January 30, 2019

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio during market downturns. Many investors approach this goal by owning a mix of individual securities, a mix of funds, or both. However, some hybrid funds try to follow the…

Read More

Business Owners: What’s Your Plan for Retirement?

January 4, 2019

If you’re a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you’ll need to live comfortably? What if you become ill and have to sell your business…

Read More