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Personal Finance

We are dedicated to keeping clients abreast of the latest developments and tax-saving strategies. This section includes a library of hundreds of timely articles about business, taxes, finances, trends and the like. The articles are categorized by subject matter, which can be accessed from the links. Click on your topic of interest and find a wealth of information.


We all need help when it comes to managing our savings.  This section provides you with tools and resources to help you make the most of your money.  Please call our office so that we can discuss your specific circumstances and explore the options that are available to you.


Tools to Help Manage Your Savings
The following are some helpful tools to assist you in managing your savings. Unclaimed Property - Missing an account? Maybe it was turned over to a state's unclaimed property department. Most states provide Internet search capabilities for unclaimed...


Smart Ways to Raise Cash in an Emergency
Even the most careful people can encounter a financial emergency and need cash fast to deal with it. Unexpected auto and home repairs, health emergencies, and work layoffs are common situations.