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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!

The Unexpected Benefits of Doodling

The Unexpected Benefits of Doodling Ever catch yourself mid-call with the doctor or your internet provider, only to hang up and find your notepad full of squiggles, stars, and mystery objects? No, you weren't just zoning out...you were doodling! You may have dismissed...

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Estate Planning: Tips for Every Family

Estate Planning: Tips for Every Family If juggling priorities were an Olympic sport, young parents would win the gold medal. Raising kids, advancing careers, paying off student loans, and saving for a home is a lot. All this makes estate planning feel like a tomorrow...

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How to Score the Best Travel Deals This Summer

How to Score the Best Travel Deals This Summer With summer just around the corner, now is the perfect time to plan a warm weather getaway that won't break the bank. Whether you’re jetting off to a tropical paradise or exploring a bustling city, getting the best travel...

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Time to Start Your Tax Planning

Time to Start Your Tax Planning Lowering your tax bill next year works best as a planned event. So if you are interested in breathing a sigh of relief come next April, consider a review of these four areas as you create and implement your tax plan for 2025. #1 – Your...

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Customer Retention Metrics You Need to Know

Customer Retention Metrics You Need to Know Your business’s ability to retain customers is one of the most important components to sustained growth and profitability. Here are the three retention metrics useful for every business owner. Retention rate. Most customer...

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Fun-Themed Ideas for Your Spring Cleaning

Fun-Themed Ideas for Your Spring Cleaning Give your spring cleaning a creative twist this year with the following fun-themed ideas. The Hanger Trick. Turn all your hangers backwards. After wearing an item, return the hanger forwards. After a few months, donate clothes...

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It’s Tax Day!

It's Tax Day! Here are some last-minute details and tips With the individual tax-filing deadline on Tuesday, April 15th, if you have not already done so, now is the time to complete all filing arrangements and payments. While this information is provided in our filing...

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