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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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Holiday Quiz: These Hot Toys Created Shortages

Dec 6, 2021 | Finances

Holiday Quiz: These Hot Toys Created Shortages How well do you know the holiday shortages of yesterday? With all the talk around ports being clogged and transportation backups causing product shortages, why not take a look back at famous holiday shortages caused by...

Year-End Tax Planning Ideas for Your Business

Dec 1, 2021 | Business, Finances

Year-End Tax Planning Ideas for Your Business Here are some ideas to lower your business taxes, get organized, and to prepare for filing your 2021 tax return. As 2021 winds down, here are some ideas to consider in order to help manage your small business and prepare...

The Greatest Theft in America

Nov 29, 2021 | Finances

The Greatest Theft in America And you are a victim! For generations we’ve been taught by our parents to save. Save for a bicycle. Save for college. Save for retirement. And then, in retirement, you could count on this savings to earn interest. Millions of Americans...

2022 Social Security Adjustments

Nov 24, 2021 | Finances, Planning

2022 Social Security Adjustments YOUR 2022 SOCIAL SECURITY benefits have changed: AVERAGE RETIREMENT BENEFITS Starting January 2022 All workers in 2021: $1,565/mo All workers in 2022: $1,657/mo The 2022 maximum Social Security retirement benefits a worker retiring at...

Understanding the world of NFTs

Oct 30, 2021 | Finances

The Tweet Worth $2.9 Million! Understanding the world of NFTs The collectibles industry used to be defined by classic keepsakes such as stamps, coins, and trading cards. Today, a new kind of collectible called non-fungible tokens (NFTs) has exploded in popularity....

Know the way loans work…and use it to your advantage!

Oct 21, 2021 | Finances, Planning

Know the way loans work…and use it to your advantage! Every banker knows that the majority of the money they make on a loan is made in the first few years of the loan. By understanding this fact, you can greatly reduce the amount you pay when buying your house,...