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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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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...

5 Ideas to Help Save Money

Oct 30, 2024 | Finances, Planning

5 Ideas to Help Save Money Creating a sound financial foundation for you and your family is anything but easy. It is tough to save when everyone is tempting you with adding one monthly service after another. Add to that the high increases in things like property taxes...

Straight As: Ideas to Help Your Kids Thrive This School Year

Oct 24, 2024 | Planning

Straight As: Ideas to Help Your Kids Thrive This School Year Your child’s education now features more screen time, more remote learning, and more opportunities to be tripped up in our online world. The good news is that you can still make a difference in your...

Make Your Hiring Process a Success!

Oct 17, 2024 | Business, Planning

Make Your Hiring Process a Success! Whether you’re a sole proprietor ready to hire your first employee, or you already have employees and think you’re ready to hire your next team member, here’s a two-step process to help make your hiring process a success! Step #1:...