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Please help me in extending a warm welcome to our newest team member, Haley Coppola! We are thrilled to have her on board, and we look forward to the positive impact she will bring in overseeing client experience and onboarding.

Haley brings a unique blend of professional experiences, including a collegiate and professional soccer background. Her experiences in athletics holds valuable parallels to the professional world. Just as she demonstrated leadership, teamwork, and dedication on the soccer field, we are certain that her ability to translate these skills will be seamless into her new role. Her familiarity in high-pressure situations, strategic decision-making, and effective communication aligns perfectly with the demands of overseeing client experience.

Haley is a wife, mother, and a WINNER!

You’re not alone if you find that Tax Day creeps up on you — and you find yourself unprepared. So what happens if you file taxes a day late?

What Happens If You File Taxes A Day Late? You’re afraid you may miss the April 18 tax-filing deadline. What happens if you file taxes a day late?

Financial Literacy Month is a good time to go back and review the basics. Refresh your knowledge with this checklist.

5 Ways to Improve Your Finances in April Add these 5 financial tasks to your spring cleaning to-do list. Learn more about the ways you can improve your finances in April.

Reach out if you need help navigating the tax rules for your different income sources.

How Are Bonuses Taxed? Here's What You Need to Know The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

This season of renewal offers plenty of promotions to refresh your home inside and out. Here are the best deals to look for in April.

4 Things to Buy in April — And 4 You Should Skip Though supply-chain issues and inflation remain a concern, this month still offers many good sale opportunities. Here are 4 things to buy in April and 4 to skip.

Tips to help you and your budget before you restart your payments.

Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next Repayment of student loans will resume on May 1. Here’s what to know before you ease back into your payments.

Reach out if you have questions about how to manage your retirement savings.

Should You Roll Over Your 401(k) to an IRA? Learn when you may want to roll over retirement funds and when it might be best for you to leave them in your employer’s plan. Here’s what you need to know.

From taxes to homebuying, reach out if you’d like to discuss this month’s checklist.

5 Ways to Improve Your Finances in March If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.

You may be able to deduct more than you think.

What to Know About Tax Deductions for Businesses If you recently started a business, it’s OK if you don’t know what kinds of expenses you may be able to deduct. Learn more about tax deductions for businesses.

Despite a lack of big promotions, March isn’t short on bargains. Here are the best deals to look for this month.

5 Things to Buy in March — And 3 You Should Skip This month ushers in daylight saving time, the spring solstice and plenty of deals for savvy shoppers. Here are 5 things to buy in March and 3 to skip.

If you’re not sure which is a better fit for your estate plan, let’s talk.

Is It Better to Have a Will or a Trust? They can both serve an important part in an estate plan, but is it better to have a will or a trust? We break down the differences.

Arriving prepared will help make the tax filing process that much smoother.

3 Tips to Help You Prepare for Your Tax Appointment Filing taxes isn’t always straightforward, even with the help of a pro. Read this to know what to bring to your tax appointment.

Define what wellness looks like for you.

How This Simple Formula Can Help You Maintain a Self-Care Routine Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how to use it if you’re dealing with burnout.

If you’d like to discuss your goals and the progress you’re making, let’s talk.

5 Ways to Improve Your Finances in February This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

Whether you’re looking for a sweetheart deal or a deal on a gift for your sweetie, you’ll have some good sales to choose from. Here are the best deals to look for in February.

4 Things to Buy in February — And 2 You Should Skip Shopping for bargains continues to look different during the pandemic, but some traditional categories still offer reliable sales. Here are 4 things to buy in February and 2 to skip.

Not sure if you have a comprehensive financial plan? Let’s go over your goals together.

Quiz: Do You Know What Is in a Financial Plan? Do you know what is in a financial plan? It may be more comprehensive than you think. Take our quiz to test your knowledge.

If you’re trying to figure out how to reach your most important financial goals, let’s talk.

What Is a SMART Goal for Your Finances? SMART goals have long been used to help with work productivity, but they can help you with your money too. But what is a SMART goal and how can you apply it to your finances?

Asset management firms are like a hardware store of financial tools, whereas a wealth management company is more akin to a general contractor. We’ll explain.

What Is an Asset Management Company? What is an asset management company, and is it the same as a wealth management company? Let’s take a closer look.

Now is great time to discuss your financial plan. Let’s go over your goals for 2022.

5 Ways to Improve Your Finances in January Looking for ways to improve your finances? This month, start your tax prep and revisit your financial plan for 2022.

If you’re looking to refresh your winter wardrobe, this month has deals tailored to your goals.

5 Things to Buy in January — And 3 You Should Skip

Credit card issuers have been ramping up efforts to get new customers. But just because you’re getting more offers doesn’t mean you have to apply for them.

Credit Card Offers Are on the Rise — But Do You Really Need Another Card? You’re thinking about getting another credit card, but wondering, how many credit cards should I have? Here are some things you should consider.

Don’t sabotage your efforts to achieve your financial goals in the new year. These tips can help.

How to Avoid These Common Money Resolution Mistakes With a little planning you can evade the common traps that might sabotage your efforts to improve your finances. Here are 5 money resolution mistakes to avoid in the new year.

Don’t forget to account for tips in your holiday budget.

Holiday Tipping Guide: Who to Tip and How Much to Give Not sure who to tip and how much to give? We asked an expert to share some guidelines in this holiday tipping guide.

If you want to get a head start on your 2022 financial goals, let’s talk about how to do it.

What You Can Do Now to Reach Your 2022 Money Goals You don’t have to wait until January to start working on your 2022 money goals. Here are practical steps you can take now before the new year.

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2022. Here are the new numbers.

Here’s How Tax Brackets Work Tax brackets can be confusing. We explain how you can use them to estimate your tax bill.

If you have any questions about year-end financial tasks, let’s talk.

5 Ways to Improve Your Finances in December This month, wrap up your holiday shopping and make a plan to reduce your taxes. Here are 5 ways to improve your finances in December.

Reach out if you have questions about your retirement planning.

How State Taxes Can Affect Your Retirement Calculating the taxes you’ll pay in retirement is a key factor in financial planning for your golden years. Here are some the best states to retire tax-wise.

Let’s talk about how you can work together to achieve your financial goals.

How You and Your Partner Can Get on the Same Page Financially Getting on the same page about money isn’t easy, but it ensures you both have a stake in your financial future. Here are 3 reasons couples should work together on their finances.

The cost is based on a number of factors related to you. I’d be happy to meet with you to look at the costs and the benefits life and disability insurance can provide for you and your family.

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