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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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Tips to Turn Buying a Home into a Reality

Jan 1, 2024 | Finances, Planning

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...

Have Fun With This Year’s Holiday Quiz!

Dec 20, 2023 | Accounting

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....

Spread Holiday Cheer Without Breaking the Bank

Dec 14, 2023 | Finances

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...

Ingredients of a Successful Business Partnership

Dec 11, 2023 | Business

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...

Year-End Tax Cutting Moves to Consider

Dec 6, 2023 | Taxes

Year-End Tax Cutting Moves to Consider Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Max out pre-tax retirement savings. The deadline to contribute to a 401(k) plan to get a 2023 taxable...