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Wednesday, June 24, 2020

Emergency funds should always be established before you begin having a conversation on investing. Depending on your cash and spending needs – you may want to have more emergency funds than the average person. Having 3 – 6...

 

Tuesday, June 23, 2020

Talking with older business owners or retired investors can teach you a lot about understanding the time value of money and understanding risk-taking. What is time value of money❓ 🤔 Simply put – time value of money means a...

 

Friday, June 19, 2020

When setting up or administering a 401k, profit sharing, or similar types of defined contribution retirement - business owners have key decisions to make and roles to understand. Business owners are typically the “Plan...

 

Thursday, June 18, 2020

To business owners, retirement plan sponsors, plan trustees, and even many third-parties who work on 401K retirement plans: It is important to understand the options a business owner/plan sponsor has when paying for certain plan...

 

Wednesday, June 17, 2020

In a continuing effort to minimize the economic effects brought upon by the coronavirus, the Fed announced it will start buying individual corporate bonds in hopes to prop up the credit market. The Fed recently extended the Secondary...

 

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Monday, June 15, 2020

The world and stock market have seen so many different events that were going to end or change things…FOREVER. The pessimist in all of us is always looking for things to END. It is human nature to think about the end....

 

Friday, June 12, 2020

As a young advisor, I have been fortunate to work with many high-net worth clients and business owners, along with managing their portfolios for our firm. I relish the opportunity to get to our clients and firm through all times...

 

Wednesday, June 10, 2020

One of the first things any good financial advisor should look at and analyze is a client’s buckets of money by type. If you don’t have any buckets of money – you should be getting educated on how to bucket before...

 

Tuesday, June 9, 2020

Just as the benefits for the Payment Protection Program (PPP) were about to expire at the end of the month, President Trump signed into law the Payment Protect Program Flexibility Act (PPPFA), giving more leeway to small business...

 

Thursday, May 28, 2020

ATTENTION FEDERAL STUDENT LOAN BORROWERS: The CARES Act (which is the economic assistance bill passed as a result of the COVID-19 pandemic) has enacted an administrative forbearance period from March 13, 2020 through September 30, 2020...

 

Tuesday, May 26, 2020

There have been numerous updates to the Paycheck Protection Program (#PPP) since it was introduced. The latest occurring last week, from the SBA and Treasury departments. One of the clarifications the SBA made we are talking a lot...

 

Tuesday, May 12, 2020

Hi All, Here is a nice link I have been sharing that QuickBooks keeps updating on the Paycheck Protection loan program as updates become available: https://quickbooks.intuit...

 

Friday, April 10, 2020

During uncertain times, it is often a good practice to stop and review your financial planning goals and objectives. Here are the top 4 discussions you should be having right now in 2020.

 

Wednesday, April 8, 2020

Whether we are in a bull market or a bear market, there are several important steps you can take to set yourself up better from a financial planning standpoint. These steps can protect you from sabotaging your long term investment goals.

 

Monday, April 6, 2020

We hope you have been staying safe and healthy over these past few weeks. We just wanted to provide an update on the recently passed stimulus bill, the “Coronavirus Aid, Relief, and Economic Security” Act (AKA the CARES...

 

Monday, March 19, 2018

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...