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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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Remove the Stress from Paying Student Loans

Dec 15, 2024 | Finances

Remove the Stress from Paying Student Loans Paying off student loans can be a daunting task. However with a planful approach, making your loans disappear can be a lot more manageable. Here are some tips to help make paying off your student loans less stressful and...

Taxes: Understanding the Essentials

Dec 5, 2024 | Finances, Taxes

Taxes: Understanding the Essentials Navigating the tax system can be challenging for everyone, whether you’re an adult who hasn’t paid much attention to paycheck deductions or a young person starting your first job. A crucial first step in managing taxes...

Avoid Sneaky Fees Draining Your Bank Account

Dec 5, 2024 | Finances

Avoid Sneaky Fees Draining Your Bank Account Inflation isn’t the only reason why your wallet or purse feels lighter these days. Sneaky fees are finding their way into things we buy every day. Here are some common fees you may encounter and what you can do to...

2025 Social Security Changes

Nov 25, 2024 | Finances, Planning

2025 Social Security Changes 2025 Social Security Find out how your benefits have changed Average Retirement Benefits Starting January 2025 Average Benefits – All Workers 2025: $1,976/mo (+$69) 2024: $1,907/mo Maximum Benefits for Workers Retiring at Full...

Taming Monthly Bill Creep

Nov 14, 2024 | Finances, Planning

Taming Monthly Bill Creep You notice one of your monthly expenses just went up from $25 to $28. Six months later and you’re now paying $35. Fast forward another 18 months and now the charge is $50 a month. If you have an expense on autopay, you may go several...

Think Before Tapping 401(k)s and IRAs as Emergency Fund

Nov 7, 2024 | Finances, Taxes

Think Before Tapping 401(k)s and IRAs as Emergency Fund All Americans are now allowed to withdraw up to $1,000 every year from retirement accounts to pay for a broad range of emergency expenses. There are several reasons, however, why you should avoid tapping your...