Green your new year!

Why not add going green or going more green to your list of New Year’s resolutions?  While green efforts help to save our ecology, they often save us green in our wallets! Following is a list of 50 ways to Continue reading

Making Annual $14,000 Gifts

What is the simplest estate planning tool around?  Gifting!  Make substantial annual gifts now while you can control the funds with flexibility.  Reap the benefits and fun of being with your heirs and others as they enjoy your generosity. In Continue reading

Building Stronger Customer Relationships

Allocating your marketing efforts between acquiring new customers and getting additional business from existing customers can be a challenging exercise. Here are some ideas to help strengthen your existing customer relationships and perhaps get some new customers along the way. Continue reading

Reminder – Review your Credit Report Regularly

stack of credit cards

In light of the latest retailer security breach, we think it is important to remind everyone to check your credit report annually and to be vigilant about monitoring your bank and credit card account activity.  Maintaining a solid credit history Continue reading