Blog Archives

Your 2019 Financial To-Do List

Your 2019 Financial To-Do List Things you can do for your future as the year unfolds.                 Provided by William DeBille                     What financial, business, or life priorities do you need to address for 2019? Now is a good time to

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Posted in CIRS, Financial Education, Improve your life, Investments, Retirement, Taxes, Uncategorized

Wise Money Moves Young Women Can Make

Want a better financial future for yourself? Act now. Provided by William DeBille As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving,

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Posted in CIRS, Debt, Financial Education, Improve your life, Investments, Money Saving Tips, Taxes, Uncategorized, Women

How to Take Penalty-Free Retirement Early Withdrawals

72(t) Distributions Sometimes you can take penalty-free early withdrawals from retirement accounts. Provided by William DeBille, Connex Investment and Retirement Services Representative  Do you need to access your retirement money early? Maybe you just want to retire before you turn

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Posted in CIRS, Financial Education, Money Saving Tips, Retirement, Taxes

Where’s My Money?:ConneXfactor 2018

For six months, Connex Credit Union will be working closely with five participants to see who can become the most fiscally fit to win a $3,000 grand prize. Each participant has been paired with a Connex Financial Advocate who will offer

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Posted in Budgeting, ConneXfactor 2018, Contests and Promotions, Financial Education, Improve your life, Money Saving Tips, Taxes

Tax Deductions Gone in 2018

Tax Deductions Gone in 2018 What standbys did tax reforms eliminate? Provided by William DeBille Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all

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Posted in Taxes

Unconventional Ways People Have Spent Their Tax Refund

Time to wipe some sweat off your brow. April 15th has passed and you finished filing your income taxes. You might have received a hefty tax refund. With a large sum of money now available for you to use, you

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Posted in Money Saving Tips, Taxes

Gathering your tax documents

Are you the one left under a mound of paperwork to sort through in order to prepare your taxes when tax time rolls around? It’s smart to start gathering your tax records (statements, receipts, etc.) and stay organized throughout the

Posted in Financial Education, Improve your life, Money Saving Tips, Taxes, Uncategorized

It’s never too early to start thinking about retirement.

Have you thought about opening an IRA, or Individual Retirement Accounts? How they work: When you deposit money into an IRA, up to the amount allowable under tax law ($5,000 for 2009), you’re making a “contribution.” A tax deduction is

Posted in Financial Education, Improve your life, Money Saving Tips, Taxes, Uncategorized

What is an IRA?

An individual retirement account, or IRA, is a personal savings account designed to help you save for retirement. It allows you to save without paying taxes on your money until you begin to make withdrawals. Want to learn more? Click

Posted in Financial Education, Improve your life, Money Saving Tips, Taxes, Uncategorized

Death and taxes… certainties, but fair?

We’ve all heard Ben Franklin’s saying about the only two certain events in life (grim prospects indeed). A recent poll from Bankrate.com found that 92% of Americans surveyed understand the necessity of paying taxes and they feel that it’s up

Posted in Taxes, Uncategorized