Importance of Estate Planning in COVID-19 Times
Concerned how your Advance Directives or Do-Not-Resuscitate Orders may affect you in the event of COVID-19 and the use of ventilators?
Couples and COVID-19: 5 Ways to Work Together to Protect Your Finances
If you and your partner are among the millions whose finances have been impacted by current events, now is the time to make sure you have a plan in place to allow you to work together through the crisis.
2019 IRA Contribution Deadline Has Been Extended
You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019).
Businesses Score Big with these 3 Tax Benefits in the CARES Act
As part of the stimulus package to help offset the financial damage inflicted on businesses as a result of the COVID-19 crisis, rolled out some big tax benefits.
Your PPP Loan Forgiveness Will Probably be Less Than Anticipated
PPP loans are partially forgivable if used payroll–It may seem simple at first glance, but this is before taking into consideration all of the minutiae built into the loan forgiveness computation that will reduce the forgiveness.
PPP Loan Forgiveness Form Instructions
Rules are subject to change; however, you can be prepared to apply for PPP Loan forgiveness. Read our additional SBA Forgiveness Application instructions to help you fill out the form
Holding Equities for the Long Term: Time vs. Timing
We explain why investing with an eye to the long term is particularly important with stocks.
Unemployed by COVID-19? Don’t Forget About Taxes!
Unemployment benefits are taxable income for federal tax purposes and also taxable by most states.
Coronavirus Scam Alert: 4 Things to Watch Out For
We list some of the more prevalent coronavirus scams that consumers need to watch out for.
Coping with Market Volatility: Be Sure to Use Appropriate Benchmarks
Before you make any hasty decisions, be sure you understand how these reports relate—or don’t relate—to your individual portfolio.