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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

Reminder: Time to Start the Financial Aid Process

Nov 8, 2019 | Finances, Planning

Reminder: Time to Start the Financial Aid Process If you have a child in college or entering college during the next school year, you need to begin thinking about the financial aid process. You can now fill out your required Free Application for Financial Student Aid...

Bill collector calls — know your rights

Oct 30, 2019 | Finances

Bill collector calls — know your rights Maybe you’re behind on paying your bills because of circumstances outside of your control. Or perhaps there’s been an error in billing. Either way, these scenarios may lead to a run-in with a debt collector....

Help Older Adults Avoid Scams

Oct 4, 2019 | Finances

The Consumer Financial Protection Bureau recently reported in financial exploitation cases that older adults lost an average of $34,200. Unfortunately, these funds are often never recovered. You can ensure this doesn’t happen by learning more about scams and how...

Cash Flow Concepts That Can Save Your Business

Aug 30, 2019 | Business, Finances

Cash Flow Concepts That Can Save Your Business A sad and oft-repeated truth is that half of all new businesses fail within the first five years. Although many factors contribute to business failure, a common culprit is poor cash management. All businesses, large and...

Managing Student Debt

Aug 28, 2019 | Finances, Planning

Smart Tactics to Managing Student Debt According to the Federal Reserve, U.S. student loan debt is now $1.5 trillion with more than 44 million borrowers. Only mortgage debt currently has bigger numbers among types of consumer debt. Even worse, more than 10 percent of...

County Fair Spending Traps

Aug 21, 2019 | Finances, Planning

County Fair Spending Traps If you’ve ever attended a state or county fair, you know it’s really easy to spend a lot of money, and fast. The best way to avoid overspending is to know the problem areas and be prepared. Here are five typical fair spending...