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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!

Client Portal

Good Debt Versus Bad Debt

Jul 21, 2021 | Finances

Good Debt Versus Bad Debt How to tell the difference Not all debt is created equal. Knowing the difference can change the way you look at your spending. Good debt adds value Good debt often leads to financial growth, because the product or service being purchased adds...

The Hidden Tax Consequences of Cryptocurrency

Jul 1, 2021 | Finances, Taxes

The Hidden Tax Consequences of Cryptocurrency You may recognize the name Bitcoin and maybe even Ethereum, but what about Litecoin, Dogecoin or Ripple? These are just some of the more than 4,500 cryptocurrencies available today. There are hidden tax complications,...

How to Roll with a Continuous 12-Month Forecast

Jun 28, 2021 | Finances, Planning

How to Roll with a Continuous 12-Month Forecast Tax and financial planning is a year-round proposition. In fact, you can benefit personally from a continuous, 12-month rolling forecast, much like a business does. What is a rolling forecast? Rolling forecasts let you...

Your Net Worth

Jun 7, 2021 | Finances

Your Net Worth Knowing your net worth and understanding how it is changing over time is one of the most important financial concepts that everyone needs to understand. This number is used by banks, mortgage companies, insurance companies and you! Your net worth...

The Art of Bill Paying

May 7, 2021 | Finances, Planning

The Art of Bill Paying Paying bills is an inevitable part of everyday life, but that doesn’t mean it has to be stressful. Here are some ways to get control of your budget and perfect the art of stress-free bill paying. Make a budget. Knowing what you are making and...

Don’t Overlook Renters Insurance

Apr 30, 2021 | Finances, Planning

Don’t Overlook Renters Insurance Do you rent an apartment or condo? If so, do you have renters insurance to protect your belongings and to cover you against liability claims? A surprising number of renters don’t bother with insurance. Some assume they’re covered...