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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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Create an Emergency Records Binder

Jan 27, 2017 | Finances

With weather-related disasters making the news these days, emergency preparedness may be front of mind. You probably have tools to cope with a flat tire, or a hurricane lantern or candles for times when the electricity to your home is interrupted. But have you...

Do You Need a Safe Deposit Box?

Dec 28, 2016 | Finances

Though you may have thought bank safe deposit boxes no longer existed, these secure containers are still around, and can be useful for storing difficult to replace items, such as deeds, contracts, and your home inventory. Should you have one? Here’s what to...

The Taxing Side Of Divorce

Nov 14, 2016 | Finances, Taxes

Getting divorced? Amid all the upheaval, taxes are not likely to be foremost on your mind. Yet overlooking the tax consequences can be costly. Here are some of the basics. Your filing status will change. No matter if you get your final divorce decree or separate...

Teach Your Kids to Use Credit Cards Responsibly

Oct 15, 2016 | Finances

No doubt you have shared the adage “if it sounds too good to be true, it probably is” with your children. That caution is wise, especially when teaching your kids how to use credit cards responsibly, because misuse of credit can have a long-term impact on...