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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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Protect Your Valuables BEFORE Thieves Arrive

Oct 7, 2024 | Finances, Planning

Protect Your Valuables BEFORE Thieves Arrive If you are concerned about protecting your valuables, here are several suggestions to consider for protecting them from would-be thieves: Rent a safe deposit box. It may make sense to keep seldom worn jewelry, coins and...

Debt Relief and Taxes

Oct 1, 2024 | Finances, Planning, Taxes

Debt Relief and Taxes What everyone should know Negotiating to decrease or zero out a credit card bill or other loan balance can help relieve a tough financial situation, but it can also give way to an unexpected tax bill. Here’s a quick review of various debt...

Banks Won’t Always Save You from Scams

Sep 21, 2024 | Finances

Banks Won’t Always Save You from Scams It’s easy to feel secure about the money you deposit with a bank you’ve come to trust. After all, most banks and credit unions offer certain levels of protection against fraudulent transactions. Banks, however, won’t...

5 Little-Known IRA Opportunities You Should Know About

Aug 28, 2024 | Finances

5 Little-Known IRA Opportunities You Should Know About IRAs can be a powerful tool to lower your taxes while helping you save for retirement. Here are 5 little-known opportunities about IRAs that can help you and other family members save even more when contributing...

Retiring Early Catches on FIRE

Aug 7, 2024 | Finances, Planning

Retiring Early Catches on FIRE Is trying to retire in your 30s or 40s the right move for you? Retiring early is an idea that an entire community of people across the United States is putting into action. It even has an official name – Financial Independence Retire...