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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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2019 Retirement Contributions Get a Boost

Dec 12, 2018 | Finances, Taxes

2019 Retirement Contributions Get a Boost For the first time since 2013, the IRS is raising the contributions limits for IRAs. The maximum contribution for 401(k) accounts and IRAs is increasing by $500 for 2019. If you have not already done so, now is the time to...

Unavoidable Banking Trends

Nov 23, 2018 | Finances

Unavoidable Banking Trends Smartphones and other technological advances enable banks to create products and services that dramatically change the way you bank. Here is a primer on three of the biggest banking trends and tips to protect your money: The traditional bank...

Why You Should Check Retiree Withholdings

Nov 9, 2018 | Finances

Why You Should Check Retiree Withholdings According to a recent announcement by the IRS, retirees might not be withholding enough for taxes this year. This is due to vast tax changes in 2018, making old withholding levels obsolete. The IRS is urging retirees to check...

Boost Your Credit Score

Sep 15, 2018 | Finances

Boost Your Credit Score Your credit score is one of the most important aspects of your financial health. It is used by potential lenders, landlords and even employers to analyze your financial situation in one way or another. Here are some tips that might help you...

Ideas to Improve Your Financial Health

Aug 7, 2018 | Finances, Planning

Ideas to Improve Your Financial Health No-one likes to be blindsided by financial hardship. Listed here are 10 ideas to help improve your financial health. Create a safety net. Plan to have a minimum savings balance to cover at least three months’ of expenses...

Student Loan Forgiveness Creates New Tax Trap

Aug 1, 2018 | Finances, Taxes

Student Loan Forgiveness Creates New Tax Trap A new student loan forgiveness program of some student loan debt if other payments are made is creating a tax surprise for the unsuspecting student. Here is what you need to know. The debt forgiveness program dilemma To...