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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!

Summertime Financial Lessons for Your Child

Summertime Financial Lessons for Your Child Children on summer break have plenty of free time on their hands, which is usually spent playing outdoors, working on summer projects and participating in various sports and clubs. As parents, you can also weave in financial...

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Lower Your Summer Energy Costs

Lower Your Summer Energy Costs Summer temperatures can feel just fine when you're spending time outdoors, yet most of us want our homes to always feel cool and comfortable. That often means cranking up the air conditioning and turning on all the ceiling fans, which...

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Business Advice: Every Impression Matters

Business Advice: Every Impression Matters With competition knocking at your door for virtually every product or service, you need to hone every advantage available to you. One of the ways you can set your business apart is to create an awesome customer experience with...

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You Need Tax Planning If…

You Need Tax Planning If... Life can alter your taxes with little to no warning. Here are several situations where you may need to schedule a tax planning session: Getting married or divorced. You could get hit with a Marriage Penalty in certain situations when the...

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The Benefits of Being a Sole Proprietor

The Benefits of Being a Sole Proprietor Many start-up businesses move from hobby status to a business when they start to make a profit. The tax entity typically used is a sole proprietorship. Taxes on this business activity type flow through your personal tax return...

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Protecting Your Digital Footprint

Protecting Your Digital Footprint In today's digital age, it's impossible to avoid the internet. Even if you don't have a computer and actively avoid social media, there is information about you in some corner of the web. Here are some ideas to help you manage your...

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Get Sanity Back…Ideas to Unplug This Summer

Get Sanity Back...Ideas to Unplug This Summer During your summer break or vacation, consider the following ideas to not only recharge, but to do so without sitting in front of a screen, monitor, or phone. Leverage the library. If it’s been a while since you’ve been to...

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