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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

Self Employed? Start Saving for Retirement

Jun 15, 2015 | Business, Finances

If you’re self-employed, retirement may be the last thing on your mind. When financial gurus recommend setting aside 15-20% of your income toward retirement, your eyes may glaze over. After all, as an independent contractor or small business owner, you know...

Standard or Itemized: Which Should You Choose?

Jun 8, 2015 | Finances

Each year when you file your federal income tax return, you have a choice to make: claiming the standard deduction or using an itemized list of qualified deductions to calculate your taxable income. Sometimes the decision is easy. For instance, if you have a large...

Financial Tips for Second Marriages

Jun 1, 2015 | Finances

Disagreements about spending and debt can disrupt any marriage, but they can be particularly divisive when one or both partners have been married before. People entering second marriages often come with additional financial baggage, like child support, alimony, and...