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pspanFinancial advice is everywhere—apps, podcasts, social media, even coworkers offering “what worked for them.” But when it comes to navigating taxes, long-term planning, and business decisions, the real advantage comes from a long-term relationship with a professional who knows your full financial picture./span/ppspanThat’s where working with on

pspanPaying for college is one of the biggest financial challenges families face. Tuition costs just keep going up, making it increasingly important to plan ahead and explore all the different funding options. Fortunately, there are multiple ways to cover these expenses without putting an overwhelming strain on your finances.

pIn 2021, more people than ever are considering converting their traditional IRA into a Roth IRA. However, though eager to do so, many hesitate because they are confused about what is known as the five-year rule.

pIn what most of us would call a normal world, bankruptcies are filed each day. However, during these times when more and more people are dealing with the financial fallout associated with COVID-19, it is estimated that numerous individuals and businesses will be filing for bankruptcy in the months and years ahead.

pDear Valued Clients,/ppAs everyone knows, the COVID-19 virus has caused a major and unprecedented disruption in our communities. Our top priority is meeting deadlines for our clients and providing them with  the information and support that they need.