Think Twice Before Speculating on a COVID-19 Cure
Headline-induced price swings suggest that investors are making investment decisions driven by hopes and fears, and possibly based on limited information.
Coronavirus related posts
Advance directive for health care only applies when there is no chance of survival
In the Marietta Daily Journal, Bil Lako, CFP®, explains how your estate planning documents may not affect your treatment if you contract the coronavirus.
7 Tips to Keep Your Business Afloat During COVID-19
COVID-19 has had an unprecedented impact on all aspects of American businesses, but perhaps none have been as severely affected as small business owners. Surviving this disaster will require more than just time: you will need to take a pragmatic view of what has happened and what steps you are willing and able to take…
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.