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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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New Tax Breaks Benefit Millions

Apr 7, 2021 | Finances, Planning, Taxes

New Tax Breaks Benefit Millions What you need to know The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year. Child...

The New World of Bank Reconciliations

Mar 7, 2021 | Finances

The New World of Bank Reconciliations Here’s a look at the new world of bank reconciliations and some ideas to use to ensure your bank account is accurate. The bank reconciliation purpose In a nutshell, a bank reconciliation ensures your account is accurate. This is...

More Stimulus Payments on the Way

Jan 10, 2021 | Finances

More Stimulus Payments on the Way What you need to know NOW! You could soon see another stimulus payment in your bank account with the recent passage of the Emergency Coronavirus Relief Act of 2020, which means more direct relief to you and your family. Here are some...

Ideas For Better Savings Rates

Jan 3, 2021 | Finances

Ideas For Better Savings Rates Before the housing bubble burst in 2008, you could find high yield savings accounts that were paying rates over 5.0 percent. Today? These same banks are paying less than .10 percent. So where are you supposed to put your money? Is there...

A Happy Banker Makes for a Happy Business

Dec 28, 2020 | Business, Finances

A Happy Banker Makes for a Happy Business With the onset of COVID-19, small business banks are more nervous about potential loan losses than ever. Here are several tips for your business to maintain a great working relationship with your lender. These same tips can...

Steer Clear of Money-Making Scams While You’re Stuck at Home

Nov 30, 2020 | Finances

Steer Clear of Money-Making Scams While You’re Stuck at Home Scammers are targeting people looking to make money while stuck at home. While there are plenty of legitimate opportunities to earn extra cash, the Federal Trade Commission (FTC) says to steer clear...