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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!

Money Management Tips for Couples

Money Management Tips for Couples Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse. Be transparent. Be honest with each other about your financial...

Make Your Child’s Summer Break a Tax Break

Make Your Child’s Summer Break a Tax Break As a busy working parent, you may be on the lookout for activities that are available for your kids this summer. There may be a solution that’s also a tax break: Summer camp! Using the Child and Dependent Care Credit,...

The Home Gain Exclusion: Make Sure You Qualify!

The Home Gain Exclusion: Make Sure You Qualify! Across the country, many homeowners are cashing out to multiples over list price, especially since one of the largest tax breaks available to most individuals is the ability to exclude up to $250,000 ($500,000 married)...

Hidden Vacation Costs

Hidden Vacation Costs Going on vacation is a time to get away, relax and enjoy new experiences. But if you don’t pay close attention, extra costs can sneak up on you like tiny money-stealing ninjas. Here are eight sneaky vacation costs. Covert airfare increases....

Knocking Down Scholarship Barriers

Knocking Down Scholarship Barriers There’s plenty of money available for you to pursue a post-secondary education for either you or your child! Here are several barriers that could be getting in the way of securing money to pay for school. Common misconceptions...

Help Your High School Student Become Money Smart

Help Your High School Student Become Money Smart A dozen great topics! Often lost in the race to get kids through high school and on to life in the real world are basic financial skills. Here are a dozen financial concepts to consider explaining to your kids before...