Should You Hire a Tax Professional?

Most people tend to file their income taxes electronically by using tax preparation software or by hiring a tax professional. Only a brave 10% of taxpayers fill out and file paper forms, presumably without much assistance. Like most decisions related to money, it's important to carefully consider your filing options since a simple error could result in a costly mistake.

As you gather your W-2s, 1099s, or other tax documents, consider the pros and cons of the DIY approach versus hiring a tax professional.

Read more

Finding the Right Lender

For most, the home-buying process can be a stressful journey. Finding the right lender can be the difference between lumbering along a bumpy road and a smooth ride leading straight to your dream home.

Read more

Navigating by the the Stars

A long time ago, before GPS was readily at hand on smartphones and built into vehicles, travelers used the stars to navigate their way. The night sky was their guide, and clusters of stars, known as constellations, sent friendly winks to explorers, leading them to their journey's end. Tales of their adventures, and their glittering guides, spread across the land, allowing others to follow their path and enjoy voyages of their own.

Read more

A Letter From Our CEO: Hope for New Beginnings

Dear Valued Members,

It’s hard to believe it has been one year since the COVID-19 pandemic changed our lives. I hope that you and your loved ones have remained safe and healthy during this challenging time. As the pandemic extends into its second year, we continue to make the safety of our members and employees our highest priority.

As Los Angeles and Ventura Counties continue to open, we remain guided by the requirements of public health authorities, as well as state and federal mandates regarding reopening businesses.

Read more

"Two Dos" for Financial Health

How exactly do you get your finances where you want them? Everyone’s situations and goals are a little bit different, but these two financial health to-dos are a great place to start.

Read more