Tag Archives: Personal Document Organization

Matt Olson

Mar 22 2017

3 Steps of the Home Loan Process


Purchasing a home can be an intimidating and confusing process, but it doesn’t have to be. I want to give you a summary of the home buying process from application to closing…no matter where you’re applying for your loan.  …
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Posted in Homeowner | Tagged , , , ,
Todd Shaull

Jan 19 2016

2016 Tax Season Tips

2016 Tax Season Tips

The 2016 tax season begins on January 19, 2016. The IRS will begin accepting individual electronic returns that day. The filing deadline to submit 2015 tax returns is Monday, April 18, 2016 – rather than the traditional April 15 date. …
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Posted in News and Events | Tagged , ,
Matt Olson

Jul 15 2015

6 Things to Bring to Your Mortgage Appointment


Not sure what information you need for your first appointment with a mortgage lender? Let’s take a look at how you should prepare for your next appointment.  Watch my video to learn what 6 things to bring to your mortgage …
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Posted in Homeowner | Tagged , ,
Josh Holst

May 04 2015

How to Back Up Your Computer Files

How to Back Up Your Computer with Josh Holst.

 Watch Josh’s video on How to Back Up Your Computer Files on YouTube: https://www.youtube.com/watch?v=1TV9RoolAyo Your photos, video, music, and personal documents are the most important things on your computer. There are a lot of options available: manual, online or …
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Posted in Organization | Tagged ,
Todd Shaull

Jul 09 2014

6 Tips for Summer Travel

6 Tips for Summer Vacation Travel

If you are like most people, you look forward to summer vacation with family and friends. Don’t let what should be a fun time of memories in the making turn into an opportunity for thieves. If you are planning a …
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Posted in Customer Protection, Summer | Tagged , , , ,
Susan Moore

Feb 03 2014

Avoid These Common Tax Filing Errors

Common Tax Filing Errors

Some of the most common errors in tax preparation are preventable. If you are filing your own taxes this year, avoid these errors and save yourself any hassles or delays in receiving your tax return. According to the IRS website, …
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Posted in Money Management | Tagged , , ,