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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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Understanding Tax Credits Versus Deductions

Aug 14, 2022 | Finances, Taxes

Understanding Tax Credits Versus Deductions Tax credits are some of the most valuable tools around to help cut your tax bill. But figuring out how to use these credits on your tax return can get complicated very quickly. Here’s what you need to know....

Great Ways to Avoid Vacation Spending Traps

Aug 10, 2022 | Finances, Planning

Great Ways to Avoid Vacation Spending Traps You probably know how easy it is to spend a lot of money while on vacation. The best way to avoid overspending is to know the problem areas and be prepared before you go. Here are five typical vacation spending traps (and...

The IRS Announces Tax Scams

Aug 7, 2022 | Finances

The IRS Announces Tax Scams Compiled annually, the IRS lists a variety of common scams that taxpayers can encounter. This year’s list includes the following four categories. Pandemic-related scams. Criminals are still using the COVID-19 pandemic to steal...

Shrinkflation is Upon Us!

Jul 29, 2022 | Finances

Shrinkflation is Upon Us! Be aware, be prepared Inflation is upon us, and a hidden gem used by companies to combat price increases is often hidden from the unaware. It’s called shrinkflation. Here’s what you need to know about this hidden price hike and...

Layering Your Bank Accounts

Jul 15, 2022 | Finances, Planning

Layering Your Bank Accounts Time for the classic banking approach to make a comeback? For years, savings and checking accounts provided very little in the way of interest income. In our current inflationary times, however, interest rates are on the rise. What is also...

Make Your Cash Worth More!

Jul 8, 2022 | Finances

Make Your Cash Worth More! Banking tips to help you cash in Your cash is parked in a bank account. Do you know if it’s making or losing you money? Here are some ideas to help you make the most of your banked cash: Understand your bank accounts. Not all bank...