Event: Build a Binder Workshop

Are you prepared for an emergency? Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the...

Benefits of a virtual tax appointment

Virtual tax appointments are both safe and convenient When the pandemic hit, almost everything changed overnight. Social distancing and hand washing were on everyone’s minds as we tried to figure out the “new normal.” With quarantines in place, our lives became...