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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

The Wonderful World of Podcasts

Jun 14, 2021 | Planning

The Wonderful World of Podcasts It’s an audiobook! It’s a radio show! No, it’s a podcast! Podcasts have taken the world by storm over the past decade. Whether you’re a seasoned podcast consumer or first-time listener, navigating the podcasting landscape can be...

How to Protect Your Kids Online

May 21, 2021 | Planning

How to Protect Your Kids Online Do you know what your kids are doing online? That question may seem like it has a simple yes or no answer, but that’s hardly the case. With so many streaming platforms, social media outlets and new gaming options popping up every day,...

The Art of Bill Paying

May 7, 2021 | Finances, Planning

The Art of Bill Paying Paying bills is an inevitable part of everyday life, but that doesn’t mean it has to be stressful. Here are some ways to get control of your budget and perfect the art of stress-free bill paying. Make a budget. Knowing what you are making and...

Don’t Overlook Renters Insurance

Apr 30, 2021 | Finances, Planning

Don’t Overlook Renters Insurance Do you rent an apartment or condo? If so, do you have renters insurance to protect your belongings and to cover you against liability claims? A surprising number of renters don’t bother with insurance. Some assume they’re covered...

Cross-Training: Essential for Small Business Survival

Apr 28, 2021 | Business, Planning

Cross-Training: Essential for Small Business Survival Have you considered cross-training your employees to ensure more than one person knows all key functions? Cross-training can be a win-win situation for you and your employees. Large companies often use it to...

The Gift of Grace

Apr 14, 2021 | Planning

The Gift of Grace After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else. Here are some creative...