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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!

Ideas to Support Local Business

Ideas to Support Local Business Shuttered businesses are realizing that lifting lockdown restrictions doesn't mean a return to business as usual. Social distancing guidelines and a public wary of venturing into crowded environments means light customer traffic for...

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Banking Changes

Banking Changes It suddenly got a lot more difficult to buy a home The banking sector is the latest industry to dramatically change how it operates in response to the current economic environment. The most visible change for consumers are new requirements for taking...

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Be Prepared for Pandemic Tax Surprises

Be Prepared for Pandemic Tax Surprises Numerous new laws provide economic relief to individuals and businesses hardest hit by this year’s pandemic. This much-needed financial assistance, however, comes with a few strings attached. Here are three potential surprises if...

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Think Before Tapping 401(k) as Emergency Fund

Think Before Tapping 401(k) as Emergency Fund Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money out of a qualified plan, like a 401(k), or an IRA, with favorable tax consequences....

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Answers to Common COVID-19 Unemployment Questions

Answers to Common COVID-19 Unemployment Questions The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act provides individuals and businesses significant financial relief from the financial strain caused by the coronavirus epidemic. Here is a...

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Protect Your Video Conference Meetings

Protect Your Video Conference Meetings Avalanche of new remote workers creates latest playground for hackers Hackers have found their new playground amid the increased use of video conferencing during the coronavirus pandemic: Zoombombing! Zoombombing defined Named...

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Ideas to Help Make Payments During Tough Times

Ideas to Help Make Payments During Tough Times How to get cash quickly when you're out of work You’re not alone in trying to navigate the financial uncertainty during the coronavirus pandemic. Millions of American workers who lost their paycheck because of COVID-19...

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Key 2020 Coronavirus Tax Changes

Key 2020 Coronavirus Tax Changes Coronavirus uncertainty abounds. Thankfully, by monitoring tax changes on your behalf, we can work together to navigate the right path for you and your family. Here is a round-up of tax-related laws and information to help with tax...

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Protect Your Social Security Number

Protect Your Social Security Number Identity thieves are very active right now Countries and citizens around the world are banding together to defeat the coronavirus. While your attention is concentrated on protecting your family, friends and community, identity...

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