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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!

Banks Won’t Always Save You from Scams

Banks Won't Always Save You from Scams It's easy to feel secure about the money you deposit with a bank you’ve come to trust. After all, most banks and credit unions offer certain levels of protection against fraudulent transactions. Banks, however, won’t protect you...

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Beware of Scammers Targeting Your Tax Info, Warns IRS

Beware of Scammers Targeting Your Tax Info, Warns IRS Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. – IRS Commissioner Danny Werfel Tax...

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Increasing the Worth of Your Most Valuable Asset

Increasing the Worth of Your Most Valuable Asset If someone asks what your most valuable asset is, your answer might be your house, vehicle, or investment portfolio. But there's another answer to this question that's worth considering – yourself. As you seek out...

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Expand Your Professional Vocabulary

Expand Your Professional Vocabulary In our fast-moving world, using concise yet descriptive words and phrases can be very powerful when communicating important thoughts and ideas. While the term can incite eye-rolls if overused, certain words and associated phrases...

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5 Little-Known IRA Opportunities You Should Know About

5 Little-Known IRA Opportunities You Should Know About IRAs can be a powerful tool to lower your taxes while helping you save for retirement. Here are 5 little-known opportunities about IRAs that can help you and other family members save even more when contributing...

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The Busy Business Owner: Get Back 15 Minutes a Day

The Busy Business Owner: Get Back 15 Minutes a Day Meetings, phone calls, emails, text messages, and water cooler conversations with your employees constantly bombard you as a business owner. Freeing up 15 minutes a day could dramatically improve both your workflow...

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Retiring Early Catches on FIRE

Retiring Early Catches on FIRE Is trying to retire in your 30s or 40s the right move for you? Retiring early is an idea that an entire community of people across the United States is putting into action. It even has an official name – Financial Independence Retire...

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Ideas to Lower Back-to-School Shopping Costs

Ideas to Lower Back-to-School Shopping Costs With inflation hiking the prices of everything over the past 4 years, and schools asking families to fork over larger and larger sums of money every year to help with shared supplies, the cost of your back-to-school...

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Six Simple Ideas to Help Your Small Business

Six Simple Ideas to Help Your Small Business Here are six ideas to help jump start improvements in your small business. As always, please reach out if you wish to discuss any of them. Understand your cash flow. At the end of the day, you need enough cash to pay your...

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