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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!

Have Fun With This Year’s Holiday Quiz!

Have Fun With This Year's Holiday Quiz! Back by popular demand is this season’s holiday movie and TV trivia quiz! So while you’re waiting for your holiday dinner or just resting after a wonderful feast, break out this quiz to share with family and friends. Enjoy! The...

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Spread Holiday Cheer Without Breaking the Bank

Spread Holiday Cheer Without Breaking the Bank During last year's holiday season, 35% of Americans took on an average of $1,549 of new debt, according to a report from LendingTree.com. Here are some steps to consider that will let you spread holiday cheer in 2023...

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Ingredients of a Successful Business Partnership

Ingredients of a Successful Business Partnership Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their...

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Year-End Tax Cutting Moves to Consider

Year-End Tax Cutting Moves to Consider Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Max out pre-tax retirement savings. The deadline to contribute to a 401(k) plan to get a 2023 taxable...

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Will That Be Cash or Barter?

Will That Be Cash or Barter? How swapping products and services could benefit your business Bartering, the act of trading goods or services with other goods or services instead of money, is more popular than ever. And with many businesses dealing with constrained cash...

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The Power of Cultivating Gratitude

The Power of Cultivating Gratitude It costs nothing to say thank you. Yet cultivating gratitude in your life may be one of the most rewarding moves you can make. Not only does it invoke warm fuzzies in everyone involved, expressing your appreciation may actually...

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Year-End Tax Planning Tips for Your Business

Year-End Tax Planning Tips for Your Business As 2023 winds down, here are some ideas to help you prepare for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers (TINs)...

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Spend Less with These 5 Money Tips

Spend Less with These 5 Money Tips Government data shows that record inflation from the last few years started to slow down throughout 2023, but much of the damage has already been done. Every bill we pay and purchase we make costs more now, from insurance to...

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2024 Social Security Changes

2024 Social Security Changes 2024 Social SecurityFind out how your benefits have changed Average Retirement BenefitsStarting January 2024 Average Benefits - All Workers 2024: $1,907/mo (+$80) 2023: $1,827/mo Maximum Benefits for Workers Retiring at Full Retirement Age...

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Tax Planning: Now More Important Than Ever

Tax Planning: Now More Important Than Ever Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here's how a tax planning session can potentially help your situation: It...

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