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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!

Client Portal

Your Brain on Social Media

Mar 20, 2024 | Planning

Your Brain on Social Media How to make online interaction better for your health More than half the world now uses social media sites such as Facebook, X, and Instagram every day. The average user spends about 2 hours and 23 minutes on these platforms clicking,...

Building an Emergency Fund When Cash is Scarce

Mar 15, 2024 | Planning

Building an Emergency Fund When Cash is Scarce The traditional rule-of-thumb for emergency funds is to have enough cash stashed away to cover 3 to 6 months worth of expenses. For many people, though, this sounds better in theory than in practice. When you’re...

Common Missing Tax Return Items

Mar 12, 2024 | Taxes

Common Missing Tax Return Items Want your tax return filed quickly and without error? Then, double-check this list of items that are often overlooked. These missing items often cause delays in getting your tax return filed: Forms W-2 and 1099. Using last year’s...