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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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Best Practices for PPP Loan Forgiveness

Sep 21, 2020 | Business, Finances

Best Practices for PPP Loan Forgiveness More than 70% of small businesses in America now have loan proceeds from the Paycheck Protection Program (PPP) to help retain employees during the current pandemic. The entire amount of a PPP loan is eligible to be forgiven if...

Don’t Make These Mortgage Refinancing Mistakes

Sep 14, 2020 | Finances

Don’t Make These Mortgage Refinancing Mistakes With 30-year fixed rate mortgages approaching historical lows of 3%, you may be thinking about refinancing an existing mortgage. But you better read the fine print before signing on the dotted line to avoid paying...

How Stay-at-Home Orders Change Money Habits

Aug 16, 2020 | Finances

How Stay-at-Home Orders Change Money Habits The most fruitful periods of growth often happen when they are the least expected. Teachers and parents call them teachable moments. By reflecting on how you handle the situation, you can learn a lot about yourself. The...

Banking Changes

Jun 14, 2020 | Finances

Banking Changes It suddenly got a lot more difficult to buy a home The banking sector is the latest industry to dramatically change how it operates in response to the current economic environment. The most visible change for consumers are new requirements for taking...

Think Before Tapping 401(k) as Emergency Fund

Jun 1, 2020 | Finances

Think Before Tapping 401(k) as Emergency Fund Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money out of a qualified plan, like a 401(k), or an IRA, with favorable tax consequences....

Beware of Scams Tied to COVID-19 Economic Impact Payments

May 30, 2020 | Finances

Beware of Scams Tied to COVID-19 Economic Impact Payments The IRS is warning you to be on the lookout for a surge of calls and e-mail phishing attempts related to COVID-19. They will come in the form of e-mails, text messages, websites and social media attempts that...