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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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Spend Less with These 5 Money Tips

Nov 20, 2023 | Finances, Planning

Spend Less with These 5 Money Tips Government data shows that record inflation from the last few years started to slow down throughout 2023, but much of the damage has already been done. Every bill we pay and purchase we make costs more now, from insurance to...

2024 Social Security Changes

Nov 16, 2023 | Finances

2024 Social Security Changes 2024 Social SecurityFind out how your benefits have changed Average Retirement BenefitsStarting January 2024 Average Benefits – All Workers 2024: $1,907/mo (+$80) 2023: $1,827/mo Maximum Benefits for Workers Retiring at Full...

Tips to Be Money Smart with Your Vehicle

Nov 9, 2023 | Finances

Tips to Be Money Smart with Your Vehicle The average new car payment surged to $725 per month at the beginning of 2023, compared to an average of $650 per month throughout all of 2022, according to Experian’s State of the Automotive Finance Market Report for...

Your Online Identity is Not Your Own!

Nov 2, 2023 | Finances, Planning

Your Online Identity is Not Your Own! Here’s how companies use information about you and what you can do to protect it One of the most valuable things you own is YOU. Your identity and related information includes the basics – where you live, your age, and...

5 Great Money Ideas

Oct 30, 2023 | Finances

5 Great Money Ideas Here are 5 great money tips to help you get ahead or move into a better financial position. Make savings automatic. Take steps to make your savings happen automatically. Setting up automatic transfers for a certain day of the month or payday can...

Take a Look at Better Savings Rates

Oct 12, 2023 | Finances, Planning

Take a Look at Better Savings Rates A silver lining to continued interest rate hikes by the Federal Reserve is being able to earn more interest on cash stashed in your savings accounts. How much interest, exactly, you can earn depends on where you do your banking....