Coordinate Your Tax Forms We’re not talking about last year’s taxes that you’ll be filing in a couple of months. Now is the time to…
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Tag: checklist
January is when goals run rampant and we are saturated with resolutions to do better this year. As a financial institution, it’s our priority to…
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1. “Remember, Remember the 5th of November!” Bank Transfer day is a reminder that you are a part of something pretty great! You know all…
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by Shelly Temm Do you Fall clean as much as you Spring clean? You should! Summer is a time of open windows and little ones…
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Fall is here and while we’re basking in the magnificent changing foliage and preparing for Halloween, there are a few things on our list to…
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by Tara Frazier Moving into a new house is a major life change. After packing and unpacking your belongings, there’s still a lot of work…
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Create a summer bucket list Sit down and make a list of all the things you want to do this summer. It’s a fun approach…
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Organize Your Financials Tax season is almost over, PHEW! Now is the time to really take a look at the space where all your files…
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