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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!

Year-End Tax Savings Checklist

Year-End Tax Savings Checklist Great tax moves you can still make Conducting a year-end tax review of your financial situation can uncover opportunities to cut your tax bill or save you from an unpleasant tax surprise. But hurry, the clock is ticking! Here are several...

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Remove the Stress from Paying Student Loans

Remove the Stress from Paying Student Loans Paying off student loans can be a daunting task. However with a planful approach, making your loans disappear can be a lot more manageable. Here are some tips to help make paying off your student loans less stressful and...

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Taxes: Understanding the Essentials

Taxes: Understanding the Essentials Navigating the tax system can be challenging for everyone, whether you're an adult who hasn't paid much attention to paycheck deductions or a young person starting your first job. A crucial first step in managing taxes is knowing...

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Avoid Sneaky Fees Draining Your Bank Account

Avoid Sneaky Fees Draining Your Bank Account Inflation isn't the only reason why your wallet or purse feels lighter these days. Sneaky fees are finding their way into things we buy every day. Here are some common fees you may encounter and what you can do to avoid...

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The Good – and Not So Good – of AI

The Good - and Not So Good - of AI At its heart, technology exists to solve problems and enrich our lives, but its journey is rarely straightforward. The rapid integration of Artificial Intelligence (AI) into everyday tools—like search engines, smart speakers, and...

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2025 Social Security Changes

2025 Social Security Changes 2025 Social Security Find out how your benefits have changed Average Retirement Benefits Starting January 2025 Average Benefits - All Workers 2025: $1,976/mo (+$69) 2024: $1,907/mo Maximum Benefits for Workers Retiring at Full Retirement...

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Watch Out for These Tax Myths

Watch Out for These Tax Myths MYTH: /miTH/ (noun) – a widely held but false belief or idea Many myths about the IRS and the tax code have been amplified online in recent years. Here are several myths that if you believe them, could leave you with an expensive tax...

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Taming Monthly Bill Creep

Taming Monthly Bill Creep You notice one of your monthly expenses just went up from $25 to $28. Six months later and you're now paying $35. Fast forward another 18 months and now the charge is $50 a month. If you have an expense on autopay, you may go several months...

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2024 Form W-9 & 1099 Check In

2024 Form W-9 & 1099 Check In Summer is officially over and as we near the beginning of the 4th quarter, we again want to remind you of the importance of making sure that you are well on your way in gathering the information you will need (or we will need) in...

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