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Tuesday, November 24, 2020

Wishing you and your family lots of good eats and gratitude this season! Happy Thanksgiving from Rob, Jerri, and Gerri! *In honor of Thanksgiving, our office will be closed from Wednesday at noon, until Monday. If you need to get in...

Friday, November 20, 2020

With recent changes to the tax code due to the CARES Act and other COVID-19 legislation, we want to help our clients prepare for the upcoming tax season as early as possible. In our Tax Planning guide below, we will explore where your...

Tuesday, November 17, 2020

The U.S. Presidential Election has come to an end, and we are all ready to focus on our financial futures. We last left off discussing the 6 key components of financial planning as October is known as Financial Planning Month. We've...

Tuesday, November 10, 2020

Throughout the history of America, the men and women of the U.S. Armed Forces have made sacrifices to ensure all citizens of our great country have the freedom to enjoy life, liberty, and the pursuit of happiness. Our soldiers have...