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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!

How To Protect Your Social Security Number

How To Protect Your Social Security Number Very few things in life can create a higher degree of stress than having your Social Security Number (SSN) stolen. This is because, unlike other forms of ID, your SSN is virtually permanent. While most instances of SSN theft...

How to Save When Attending a Wedding

How to Save When Attending a Wedding Planning on attending a wedding or two (or three or four…) this summer? If you’re not careful the costs will add up fast, especially if travel is involved. Here are five tips to survive the financial cost of wedding season:...

The Casualty Loss Problem

The Casualty Loss Problem What you can do to help Tax laws severely limit who can deduct losses on their tax return caused by a catastrophic event. Now unless a loss is in a presidentially declared disaster area, victims are on their own to pick up the pieces. This is...

How to Fix Financial Mistakes

How to Fix Financial Mistakes You’re working at the office, getting stuff done around the house, or hanging out with family when – wham! – a phone call, email or text alerts you that something is wrong with your finances. When a negative financial...

How to Raise a Financially Savvy Child

How to Raise a Financially Savvy Child If you have children (or grandchildren) you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults. While teaching your child about money and finances is easier when you start...

Unclaimed Property – How to Find Your Lost Money

Unclaimed Property – How to Find Your Lost Money According to Credit Karma, over $40 BILLION of unclaimed property is currently being held by state governments. That’s a staggering amount of money – enough to buy half of the National Football League...