529 Savings Accounts and College: What You Need to Know
With National College Savings Day (which is 5/29, coincidence, we think not) right around the corner, we wanted to talk about one of the most popular education savings vehicles available to you: a 529 plan. A 529 plan has been used by parents and students...
CARES Act: What Small Businesses Need to Know
The Coronavirus Aid, Relief and Economic Security (CARES) Act is an estimated $2 trillion federal relief package designed to combat the harmful economic effects of the COVID-19 pandemic. The law looks to provide cash infusions to individuals, businesses, health care...
Organize Your Finances With A Spring Clean This Year
Believe it or not, spring is in the air. With most people spending more time at home due to shelter in place orders, this is the perfect time for spring cleaning. More often than not, spring cleaning is often talked about in terms of your house or personal habits —...
The CARES Act Required Minimum Distribution Updates
The CARES Act has suspended Required Minimum Distributions (RMD) for 2020. This update applies to qualified retirement accounts, IRAs, and inherited IRAs. If you have already taken a distribution and you don’t need the money, you may be able to undo your distribution...
Find Out How The CARES Act Affects You
What is the CARES Act? The CARES Act is a 2 trillion-dollar coronavirus economic stimulus bill signed into law on March 27, 2020. It is designed to offer relief for businesses, families, and individuals who have been negatively impacted by COVID-19. From direct...
U.S. Posts Record Layoffs
A business financial advisor can help you avoid costly mistakes and maximize your business returns. We send our best wishes to you, your family, and friends during these difficult times. We are all in this struggle together and we have to support one another. It's...
Why You Need to Clean Out Your Computer Regularly
Depending on how you feel about technology, your computer may or may not spark joy, as Marie Kondo would have it. However, it’s important to clean out your computer from time to time. Just as you clean out your closets and do a spring cleaning. What parts of the...
20 Fun, Free Online Activities at Home
You’re already washing your hands and staying home. As we deal with the reality of our new normal, here are some resources for staying occupied while staying home. Please let us know if you have any cool resources to add to our list. Stay Connected Coordinate...
IRS Tax Deadline Changes
Recently announced IRS changes. In response to the pandemic, the IRS moved the federal income tax filing deadline back three months from April 15 to July 15. The July 15 deadline applies to: Filing income tax returns Payment of income taxes due Payment of...
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