The CARES Act: help for individuals and small businesses

The CARES Act: help for individuals and small businesses

3 years ago 0 663

  As we adjust to the effects of COVID-19 in our lives, stimulus package passed by Congress on March 27th may help individuals and small businesses. The Coronavirus Aid, Relief and Economic Security (CARES) Act, as well as previously announced tax filing relief, should help with business and personal cash flows and provide economic stimulus. In addition, prior action by the Federal Reserve to reduce interest rates and provide liquidity…

In or starting a small business? Explore the Paycheck Protection Program starting 4/3/20, and other programs

3 years ago 0 497

To help businesses survive the coronavirus economy, the government is providing support. If are in or run a small business adversely affected by the coronavirus directly or indirectly, explore the recent CARES Act Paycheck Protection Program (PPP) forgivable loan, Disaster Loan (& grant) Assistance, or Employee Retention Credit program. The PPP started 4/3/20 for small businesses, and 4/10/20 for sole proprietorships and independent contractors. These programs expects high application volume,…

Financial help from your 401(k) – How the CARES Act helps retirement plan participants

3 years ago 0 1150

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020, and includes provisions to assist retirement plan participants impacted by the COVID-19 pandemic, through financial help.   The new law provides distribution and loan relief to participants if you have been diagnosed with coronavirus disease or if you have experienced adverse financial consequences due to the pandemic on account of being quarantined, furloughed, or…

Q3-2019 Quarterly Context Webinar

3 years ago 0 1167

How many generations does it typically take to wipe out family wealth, and what can you do about it? What is the impact of emotional investing on the average investor’s returns? How would the economies of all US 50 states rank if they were countries? How should Fiduciaries evaluate target date funds? Is a CEO economic confidence index up or down? How many months after an inverted yield curve does…

Lessons from a flat tire – how to handle stock market volatility

4 years ago 0 1085

Is recent market volatility making you nervous? Perspective could help you stay calm and on track. Your financial journey is a lot like a car trip. On your route from point A to point B, while driving wisely, it is normal to experience stoplights, curvy roads, bad weather, or other elements that slow you down. A few times in your life, you might hit a pothole or nail that causes…

Article library & oldies but goodies

5 years ago 0 805

News articles to help you make better financial decisions. Topics include investor behavior, smart financial choices, investor pitfalls to avoid, and other topics.

Take action now to reduce the risk of identify theft

5 years ago 0 696

If you are reading this (or even if you are not!), it is likely that you were one of the 145 million Americans whose information was exposed in the Equifax data breach earlier this fall (announced by Equifax in September of 2017), given that 145 million represents a high percentage of all adults in the U.S.. Now that the dust has settled, if you have not already done so, consider…

Q4-2016 Quarterly Context Webinar

6 years ago 0 1303

Do gambling and investing have different odds? Are political parties or Fed rates a bigger driver of markets? Listen-in for that and other insight.