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Traveling safe: Tips to keep you secure while on the road

These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months...
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Get up, get out and have some cost-effective fun this summer!

As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We al...
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June is National Safety Month! Tips for augmenting your marketing efforts.

June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to h...
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Tapping into a 529 plan for the first time? Tips for parents of college-bound grads…

It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepare...
Read more about Tapping into a 529 plan for the first time? Tips for parents of college-bound grads… ➞

Tips for building a company culture that supports remote workers

Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create...
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Tax refund on the way? Use it to fortify your financial future.

If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about way...
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Take advantage of these Tax Day deals

Once your taxes have been filed, first, take a moment to breathe a big sigh of relief…and then enjoy some Tax Day (April 15, 2019) discounts. T...
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It’s spring! Reboot your enthusiasm with these tips…

The long stretch from the end of the winter holiday season until the next break in your routine can feel like eternity. If you feel the need to reboot...
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5 tips to dial down distractions

Our most precious commodity is time—and our attention is a close second. That’s why everyone can use some help on how to tune out daily di...
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4 reasons to file your return early

The April 15 filing deadline is rapidly approaching, so we encourage you to send us your tax documentation as soon as possible to expedite the filing...
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A few key tax reform provisions every business owner should know about

This tax season is an important one for many business owners because it’s the first that will be impacted by the Tax Cuts and Jobs Act (TCJA). H...
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Ways to skinny down Super Bowl Sunday

According to Forbes.com, Super Bowl viewers traditionally load up on millions of pounds of less-than-healthy foods during the big game—including...
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On your mark, get set…GO prepare for tax season

The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed...
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5 tips to mitigate paying taxes on Social Security benefits

Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of ru...
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New IRS warning: Email scams will surge this holiday season

Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishin...
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