For additional motivation to get on track, keep in mind that the average refund has been about $3,000 in recent years. Even if you don't expect to get that much back, there are plenty of ways to put a refund to good use. But first, you'll have to file your returns properly, taking advantage of any deductions you might qualify for. Here's a look at where to get started.
Identity theft continues to be a booming business: In 2014, 17.6 million Americans fell victim, and cybercriminals made off with $15.4 billion. And tax refund theft remains a lucrative piece of that business, despite the IRS' efforts to stamp it out.
Citadel senior leadership and members of its Board attended the Credit Union National Association (CUNA) Governmental Affairs Conference (GAC) last week in Washington, D.C. GAC is an annual event that brings together 5,000 leaders in the credit union industry from across the country.
The fastest and easiest way to receive your tax return is by having it directly deposited into your checking or savings account of choice. Your refund can be deposited into multiple accounts if preferred.
Nationwide Ranking Lists John Kane and Kevin McDermott as Top Advisors EXTON, PA – Two Wealth Advisors with Citadel’s wealth management team available through Registered Investment Adviser CUSO Financial Services, LP (CFS) earned recognition on Bank Investment Consultant Magazine’s annual “Top 100 Advisors” list. John F. Kane of Downingtown, Pa. was recognized as... Read more »
Thinking about your monthly financial picture is a great start but it isn’t enough to actually wrangle your expenses. The next move is tracking your spending on a regular basis so you can get an accurate picture of where your money is going and where you’d like it to go instead. Here’s how to get started tracking your monthly expenses.
Citadel announced today it donated more than $100,000 to the United Way of Chester County in 2016 – a total of $103,480. Donations from the company included both employee fundraising and corporate giving. Citadel’s employee fundraising goal was to reach $50k in 2016 for the United Way, and now the company is setting a new goal for 2017.
Citadel’s Jen Mack, Director of Sales, has been awarded the Chairman’s Award from the Exton Region Chamber of Commerce (ERCC) for the second consecutive year. The Chamber awarded Jen for her outstanding commitment and dedication to its mission, vision, and values. Jen has served on the Board of Directors for the ERCC since 2014.
As exciting as it is to buy a home, the lead-up can be a dizzying experience, especially for first-time buyers. But don’t fret. Breaking down the process into smaller steps can help ease your anxieties. Here’s a look at the kinds of questions you’ll want to ask yourself, as well as a few other practical tips.
Being able to bank or shop online is a great convenience, but you want to be sure you're protecting yourself before you hit “submit.” If the wrong people access your accounts, you might find yourself with a lot less money than you thought - and a lot of work to set things right. Here are six steps you can take to help make sure that doesn't happen.