Category: Informative
Jul
31
Working Hard, Still Struggling: How United Way Is Helping York County Families
When you picture someone struggling to afford basic living expenses, you might not picture someone who works full-time. But that person could be your neighbor—right here in York County. More than 43,000 York County households are considered ALICE: Asset Limited, Income Constrained, Employed. These are people who work, often full-time or at more than one […]
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Jul
08
IRS Simplifies Penalty Relief for Taxpayers with a Strong Filing History
The IRS has announced a significant change that will make it easier for many taxpayers to receive penalty relief—without having to request it. Beginning in summer 2026, the IRS will introduce the Automatic Exemption from Penalty (AEP), a new program that automatically grants relief to eligible taxpayers who have a history of filing and paying […]
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Apr
14
Mandatory Roth Catch-Ups: 5 Things High Earners Should Be Thinking About Now
If you are 50 or over and contributing to your 401(k), a key rule has changed how you save—and how you’re taxed. As of January 1, 2026, under SECURE 2.0, high earners can no longer make catch-up contributions on a pre-tax basis. Now, those contributions must be made as Roth (after-tax). That may feel like […]
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Oct
27
Your Financial Checklist: “Checking It Twice” Before Year-End
From the advisors at BNA Wealth. As we wrap up the year, it’s a great time to review your finances to insure everything is in place for success heading into 2026. Listed below are a few important items to check off your list prior to December 31st: 1. Maximize Tax-Advantaged Accounts If possible, maximize contributions […]
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Oct
21
Spot the Signs: Protecting Yourself from Financial Fraud in 2025
Scams are becoming smarter, faster, and harder to detect. Even the most financially savvy individuals and businesses can be targeted. From AI-generated emails to fake IRS calls, today’s fraud tactics are designed to look real. Here’s what to watch for and how to stay ahead of potential fraud in 2025. Common Scams to Watch For […]
