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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

Lower Your Summer Energy Costs

Jul 22, 2024 | Finances

Lower Your Summer Energy Costs Summer temperatures can feel just fine when you’re spending time outdoors, yet most of us want our homes to always feel cool and comfortable. That often means cranking up the air conditioning and turning on all the ceiling fans,...

Prepare Yourself Financially When Purchasing a Vehicle

Jul 8, 2024 | Finances, Planning

Prepare Yourself Financially When Purchasing a Vehicle Financing a new or used car could spell big financial trouble if your vehicle is ever declared a total loss – even if the accident is 100% the other driver’s fault. Here’s what you need to know about...

Kids Can Be Expensive! Here Are Some Tax Breaks to Help.

Jun 29, 2024 | Finances, Taxes

Kids Can Be Expensive! Here Are Some Tax Breaks to Help. Kids can pose challenges from every direction for their parents – feeding times, car seats, sleep schedules, strollers, child care, and of course…taxes! What most parents don’t consider is that these...

Protecting Your Digital Footprint

Jun 15, 2024 | Finances

Protecting Your Digital Footprint In today’s digital age, it’s impossible to avoid the internet. Even if you don’t have a computer and actively avoid social media, there is information about you in some corner of the web. Here are some ideas to help...

Watch Out For These Sneaky Vacation Costs

Jun 8, 2024 | Finances

Watch Out For These Sneaky Vacation Costs Going on vacation is a time to get away, relax and enjoy new experiences. But if you don’t pay close attention, extra costs can sneak up on you like tiny money-stealing gremlins. Here are several sneaky vacation costs to watch...

Surviving Wedding Season Without Breaking the Bank

Jun 1, 2024 | Finances

Surviving Wedding Season Without Breaking the Bank According to this survey by TheKnot.com, the average wedding in 2023 had a price tag of $35,000. And it’s not just the lucky couple doling out serious money. Wedding guests can also face steep costs between...