Tax Returns - Key Considerations for Working Individuals
As the tax season approaches, it’s essential for working individuals to stay informed about recent changes to ensure accurate and compliant tax returns, potentially maximizing refunds.
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Woburn, Mass. – April 29, 2025 – Northern Bank is celebrating Financial Literacy Month through educational initiatives designed to empower individuals at every life stage. The bank's commitment to financial wellbeing comes to life through volunteer programs, strategic partnerships, and foundation-supported activities throughout the communities they serve.
Since January, Northern Bank volunteers have conducted Money Smart Programs for older adults at senior centers across Watertown, Somerville, Waltham, Melrose, and Lexington. The bank has also brought age-appropriate financial education to fifth-grade students at the Altavesta School in Woburn and young adults at NuPath. Additionally, students at Somerville High School have benefited from the Junior Achievement Skills to Achieve Program and Stock Challenge hosted by Northern Bank team members.
Through Northern Bank’s recently launched Know & Grow series, the bank has presented small businesses with education around SBA Lending options and Fraud and Risk Management. On the residential lending side, Northern Bank has presented First-Time Homebuyer seminars to participants in Lowell, Watertown, and virtually.
The bank's financial literacy efforts will continue during National Volunteer Week with its largest volunteer event to date. On May 1, nearly 40 Northern Bank volunteers will partner with Somerville High School for their Credit for Life Reality Fair. This program creates an immersive financial learning experience for students, giving them practical tools to navigate real-world financial decisions.
"We recognize that each community has unique needs when it comes to financial education," said Joanne Fishlin, Northern Bank Head of Compliance Risk Management, VP. "By meeting people where they are—whether that's a senior center, classroom, or community organization—we can provide the personalized guidance that truly empowers financial confidence."
As the tax season approaches, it’s essential for working individuals to stay informed about recent changes to ensure accurate and compliant tax returns, potentially maximizing refunds.
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Financial wellness is the state of having a healthy relationship with your finances, where you effectively manage your money, plan for the future, and feel secure in your financial decisions.
Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of $3.11 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender.
Contact us now to learn more about how Northern Bank can help you realize your goals and dreams.