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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!

Protect Your Emergency Fund From Inflation

Protect Your Emergency Fund From Inflation Most financial experts suggest keeping three to six months worth of household expenses in savings to help in case of emergency. But with record inflation, that task just got a lot harder to accomplish as virtually every safe...

IRS Debt Cancellation

Debt: Gone But Not Forgotten by the IRS With the ups and downs of our economy over the last 2 years, you may have had a loan or credit card balance forgiven or cancelled by a financial institution. You would think that the cancellation of debt by a credit card company...

Review Financial Decisions When Interest Rates Change

Review Financial Decisions When Interest Rates Change Interest rates are expected to increase this year in response to inflation that is running at a 40-year high. How will you be affected? Any interest rate revision can cause a ripple effect throughout the economy....

Read the Fine Print

Read the Fine Print According to a recent Deloitte survey, 91 percent of people agree to terms and conditions without reading the legal agreement. While reading through legally complex language may be slow and painful, it’s more important than you think. Here are four...

The Secret to a Quick Tax Refund

The Secret to a Quick Tax Refund Here’s how to get your overpayment as soon as possible Delayed tax refunds, penalties for not filing 2020 tax returns on time that were actually filed on time, and timely tax payments being flagged as late are just some of the...

Cryptocurrency: The IRS is Watching You!

Cryptocurrency: The IRS is Watching You! Whether you own cryptocurrency or not, everyone should know the tax rules surrounding this type of property as it becomes more popular. If you have one take away regarding cryptocurrency, it should be this: Remember that Uncle...