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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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How the Lottery Preys on Americans

Feb 6, 2020 | Finances, Taxes

How the Lottery Preys on Americans The Highest Taxed Money in America If you were told to voluntarily pay 75% of your wages to government-sponsored programs for the rare chance of getting everyone else’s remaining 25%, would you do it? Most everyone enjoys...

Make Your Cash Worth More

Jan 3, 2020 | Finances

Make Your Cash Worth More Banking tips to help you cash in Your cash is parked. Do you know if it’s making or losing you money? For instance, letting it sit in a non-interest-bearing account is a waste of earnings potential. It’s actually losing money if you...

Ways to Cut Everyday Expenses

Dec 20, 2019 | Finances, Planning

6 Ways to Cut Everyday Expenses Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash: Eliminate late fees. Most late fees are the result of...

Tips to Improve Your Credit Score

Dec 12, 2019 | Finances

Tips to Improve Your Credit Score Your credit score is more important than ever. Once viewed as a necessity when applying for a mortgage, it now factors into renting an apartment, paying for utilities, buying a cell phone, and determining the amount you pay for home...

2020 Social Security Benefits

Nov 29, 2019 | Finances

2020 Social Security Benefits Take a look at how Social Security benefits have changed. Use this infographic to help you plan for the coming year, and to learn a little more about 2020 social security benefits and taxes. Your 2020 Social Security Benefits  Find out...

Year End Money Saving

Nov 22, 2019 | Finances, Planning

Year End Money Saving There’s still time to reduce your potential tax obligation and save money this year (and next). Here are some year end money saving ideas to consider: Estimate your 2019 and 2020 taxable income. With these estimates you can determine which...