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Wednesday, June 9, 2021

Cybercrime and Identity Theft Wanted to share with you three points to help you secure your personal information. The best personal protection point is Do Not click on any link sent to you in an email even if it looks like it came from...

Thursday, April 29, 2021

Why would you want to save money for your child or grandchild for their future college expenses? Using a 529 College Savings Account your investment dollars grow tax free as you contribute to the account. There are contribution limits...

Thursday, April 29, 2021

Better Use of Tax Refund I was at an Enterprise car rental office yesterday. They had posters suggesting “Using your tax refund to take a drive in a car rental.” A better use of your refund would be to add to your existing...

Monday, January 4, 2021

2021 Blog As we start the new year, we wanted to reach out to you with our continued goal of serving the needs of our clients in a every way possible. We are here to assist you in all financial needs. Here are some of the services we...