The purpose of the section is to share valuable information about positive actions or information to empower ourselves. Advisors and/or staff of Valley National select a topic they would like to share with you which you can choose to use.

This week, Tim Roof CFP®, one of Valley National’s financial advisors and longtime employees, has chosen to share important information about: “One stop guide to key facts and important tax dates to remember for 2016”

Sometimes it is hard to find “up to date” financial planning and tax information on the Internet–when quarterly taxes are due, 401(k) contribution limits, and so forth. But in the interest of saving you a few clicks, we have found important tax facts and dates in a single spot – CLICK HERE.

The purpose of the section is to share valuable information about positive actions or information to empower ourselves. Advisors and/or staff of Valley National select a topic they would like to share with you which you can choose to use. This week, David Givler, one of Valley National’s first-year professionals, and Laurie Siebert CPA, CFP, AEP®, Senior Vice-President of Valley National have chosen to share important information about:

“File your income tax return EARLY to beat the criminals to the punch”

Do you always feel like putting off your tax return to the last possible minute? Here’s some information that might change your mind.

Let’s first start with the positive: According to a recent article from “Kiplinger”, the IRS was able to stop 4.1 million fraudulent returns, totaling about $25 billion in 2013. Great news for those filing their tax returns in the upcoming months, but what about the ones who weren’t caught? In the same year, the IRS failed to catch criminals from filing an astounding 1 million fake returns totaling $5.8 billion. Not only did these criminals fill their pockets with phony refunds, but the process was extremely time consuming for the victims. The honest tax payer filing their return ended up waiting, on average, 278 days to get their correct refund. In order to beat the criminals to the punch you can file your return as early as possible and in turn get your refund back before the bad guy makes their move. Best practice: Contact your tax preparer, boot up your software program or do whatever you can to try to get that return in before you are stuck waiting almost 9 months to get your rightful refund.

The purpose of the section is to share valuable information about positive actions or information to empower ourselves. Advisors and/or staff of Valley National select a topic they would like to share with you which you can choose to use. This week, Rob Ziobro, Valley National’s manager of information technology and Laurie Siebert CPA, CFP, AEP®, Senior Vice-President of Valley National have chosen to share important information about: “Cybersecurity: raising awareness of vulnerabilities in sharing personal information.” For detailed information you can choose to use, click here.