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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!

Tax Day is Here!

Tax Day is Here! Last-minute details, tips and freebies With the individual tax-filing deadline on Monday, April 15th, now is the time to complete all filing arrangements and payments. What follows is information typically provided in our filling instructions to you...

Moves to Improve Your Credit Score

Moves to Improve Your Credit Score While your credit score is a three-digit number that’s automatically assigned to you, this is one area of your financial life where you have quite a bit of control. The moves you make or don’t make with your credit can...

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...

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....

Will That Be Cash or Barter?

Will That Be Cash or Barter? How swapping products and services could benefit your business Bartering, the act of trading goods or services with other goods or services instead of money, is more popular than ever. And with many businesses dealing with constrained cash...

The Power of Cultivating Gratitude

The Power of Cultivating Gratitude It costs nothing to say thank you. Yet cultivating gratitude in your life may be one of the most rewarding moves you can make. Not only does it invoke warm fuzzies in everyone involved, expressing your appreciation may actually...