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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

Simple Ways to Establish Good Credit

Jun 1, 2016 | Finances

A good credit history is nearly indispensable. Without it, you’ll have trouble buying a car, renting an apartment, and perhaps even getting a job, since some employers order job applicants’ credit reports. Here are ways to establish a good record. Start by...

Speak Up About Your Finances

Apr 26, 2016 | Finances

How often do you take time to talk about your finances? Once a year while preparing your tax return? Only when a financial emergency pops up? Or are money matters a topic you avoid entirely? If discussing financial goals makes you uncomfortable, you’re certainly...

Improve Your Financial Well-Being With An Annual Review

Mar 1, 2016 | Finances

  You’re slogging through paperwork, gathering and organizing information to prepare your tax return. Take heart – you can make your hard work do double duty by using those same records to improve your financial well-being. Here are suggestions to get you...

Use These Updated Tax Numbers In Your 2016 Planning

Jan 31, 2016 | Business, Finances, Taxes

Certain tax numbers are adjusted annually for inflation, as required by law. Being aware of these changes lets you make updates to your tax planning and take full advantage of retirement and other tax-advantaged savings. Here are some of the 2016 tax numbers you’ll...

Do you have these basic documents?

Oct 19, 2015 | Finances

Can you name basic documents that can ease decision making for your family if something happens to you? Here are four to think about as part of your overall personal financial plan. Will. As you know, a will lets you, rather than the state, control how your assets...