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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!

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Taming Monthly Bill Creep

Nov 14, 2024 | Finances, Planning

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...

2024 Form W-9 & 1099 Check In

Nov 9, 2024 | Accounting

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...

Think Before Tapping 401(k)s and IRAs as Emergency Fund

Nov 7, 2024 | Finances, Taxes

Think Before Tapping 401(k)s and IRAs as Emergency Fund All Americans are now allowed to withdraw up to $1,000 every year from retirement accounts to pay for a broad range of emergency expenses. There are several reasons, however, why you should avoid tapping your...

Tips to Protect Your Social Security Number

Nov 1, 2024 | Planning

Tips to Protect Your Social Security Number Very few things in life can create a higher degree of stress than having your Social Security number (SSN) stolen. This is because, unlike other forms of identification, your SSN is virtually permanent. Here are some things...