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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!

The Problem with Fakes

The Problem with Fakes Protect yourself from modern-day counterfeiters Finding brand name products at a great price can leave you feeling like you won the lottery, but there are hidden dangers that come into play if the goods aren't what they seem. Here are some...

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Ideas to Help Set Financial Goals

Ideas to Help Set Financial Goals With the new year underway, it may be time to come up with a list of goals and that could make 2024 the most financially rewarding year for your entire family. Your motivation can be nearly anything, from saving for retirement or...

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Tips for a Smooth Tax Season

Tips for a Smooth Tax Season With tax season officially underway, here are tips to make filing your return as stress-free as possible: Gather your tax information for filing. Items you'll need include W-2s, 1099s, K-1s and other forms you receive from your business,...

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Every Business Needs Cash!

Every Business Needs Cash! 5 keys to better cash management Focusing on sales and profits can create a surprise for your business when there is not enough cash to pay the bills. Here are five practices to help improve your cash management. Create a cash flow statement...

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Plan Your Retirement Savings Goals for 2024

Plan Your Retirement Savings Goals for 2024 Now is the time to plan your 2024 retirement contributions to take full advantage of this tax benefit.  What you can do Look for your retirement savings plan from the table and note the annual savings limit of the plan. If...

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Watch Out For These Unexpected Tax Surprises!

Watch Out For These Unexpected Tax Surprises! No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of tax situations you could find yourself in and what to do about them. Kids Getting Older Tax Surprise Your children are a...

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Tips to Turn Buying a Home into a Reality

Tips to Turn Buying a Home into a Reality Homeownership seems more out of reach than ever for many Americans, especially for those who have been waiting for real estate prices to drop. But there are still multiple ways to buy a home right now, or to position yourself...

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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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