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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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6 Tips for Lower Car Insurance Rates

Sep 14, 2023 | Finances

6 Tips for Lower Car Insurance Rates If you’ve been feeling the pinch of higher auto insurance rates along with other rising costs, you should know some factors that impact these rates are well within your control. Consider these tips to pay less this year and...

Mastering Your Credit Card (and Not the Other Way Around!)

Sep 7, 2023 | Finances

Mastering Your Credit Card (and Not the Other Way Around!) The average credit card balance in America ballooned to $5,910 in 2022. This figure is up 13.2% from the year before, according to Experian, and it spells out a worrisome (and costly) trend for consumers....

Beware of These Popular Scammer Tactics

Aug 31, 2023 | Finances

Beware of These Popular Scammer Tactics As long as the world has people with money, there will be scammers who use fraudulent tactics to try and separate you from your hard-earned cash. Here are some of the more recently-used methods that scammers are using to try and...

Budgeting Basics

Aug 28, 2023 | Accounting, Finances

Budgeting Basics During inflationary periods, it is harder to balance your income with the rising cost of housing, food, fuel, health care and insurance. One of the biggest tools to fight raising costs is creating a budget and measuring it throughout the year. Here...

Prepare Your Finances for More Interest Rate Hikes

Aug 21, 2023 | Business, Finances

Prepare Your Finances for More Interest Rate Hikes Financial experts are bracing for more interest rate hikes by the Federal Reserve over the remainder of 2023. Any interest rate revision – either increasing or decreasing – can cause a ripple effect...