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IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Custodial Accounts for Kids

Custodial Accounts for Kids: Understanding the Trade-offs of This Great Teaching Tool Many parents rely on piggy banks and birthday cash to teach kids about money. But more are now turning to custodial accounts – a hands-on way for children to learn about saving and...

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Common Tax Questions

Common Tax Questions What everyone is wondering Here are several of the most common tax questions and their answers. But like most things, there can be exceptions, so if in doubt always ask for help. What happens to a loan if it's forgiven? The IRS generally considers...

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Be Prepared for Surprise Business Expenses

Be Prepared for Surprise Business Expenses Getting a bill for an unexpected expense can put a dent in your business’s cash flow. Here are some tips your business can use to handle these unforeseen bumps in the road. Stick to a reconciliation schedule. Know how much...

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Money Management Tips for Couples

Money Management Tips for Couples Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse. Be transparent. Be honest with each other about your financial...

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The Secret Life of Everyday Gadgets

The Secret Life of Everyday Gadgets: What Your Devices Are Doing When You're Not Using Them You put your phone down. Close your laptop. Step away from the smart speaker. You think you’ve hit pause, that the lights go out and the gadgets sleep. But no. The show goes...

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