Happy and Healthy 2024 to all. Tax Season 2024 is coming to a close. We are less than 3 weeks until the April 15th deadline. Appointment times are currently closed at this time. You can always drop off your documents and we will call or Zoom you with questions. If you drop your information to us after March 31st, we will file an extension on your behalf and cannot guarantee your return will be prepared before the April 15th deadline. We thank you all for your continued support of our family business. If you have any major financial changes occurring this tax year, we encourage you to call and make an appointment for our mid-year tax planning service.
Again, we want you to stay aware of the scammers! They are out in force. The IRS will NOT email or call you asking for bank information. Most importantly, remember to check our social media platforms on Facebook and Twitter for the most up to date information.
Helpful Content
Surprises
Making the most of surprises is a great reason to work with us.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
View all articles
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
View all calculators
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.