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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 Protect Your Social Security Number

Oct 1, 2022 | Finances, 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...

Replacing a Totaled Car

Sep 30, 2022 | Finances, Planning

Replacing a Totaled Car Underneath the still water of car insurance lies an unseen monster that comes up and attacks every car owner who has their car replaced after an insurance company declares the vehicle a total loss. Consider this true story: Becoming a...

New Electric Vehicle and Other Energy Credits

Sep 23, 2022 | Finances, Planning

New Electric Vehicle and Other Energy Credits Tax incentives for purchasing clean (electric) vehicles and installing high efficiency home improvements are some of the featured provisions in the recently-passed Inflation Reduction Act (IRA). Here’s a closer look at...

Student Loan Forgiveness Q&A

Sep 16, 2022 | Finances

Student Loan Forgiveness Q&A While there may be legal and Congressional challenges around the recent presidential executive order, here are some questions and answers about what is known so far about the announced student loan forgiveness program. Can the...

Debit Card Smarts

Sep 9, 2022 | Finances

Debit Card Smarts Save money and potential headaches with these debit card tips: Only use in-network ATMs. All debit cards are also ATM cards and used by many to access cash. One of the most common fees appears when you use an out-of-network ATM. What you can do:...

Tips to improve your credit score

Aug 28, 2022 | Finances

Tips to improve your credit score Credit scores are used to determine interest rates on mortgages, car loans and even the amount you pay for insurance premiums. Because of this, it is a good idea to review ways to improve yours. Here are some ideas: Look for errors on...