Retirement Provisions of CARES Act

The CARES Act is 335 pages and has created a lot of opportunity for proactive tax planning, along with a lot of acronyms – CARES (Coronavirus Aid, Relief, and Economic Security Act), PPP, PUA, FPUC, EIDL, PPPHCEA & PEUC (Pandemic Emergency Unemployment...

One Day at a Time

As we try and  work our way through the pandemic, it can be very overwhelming looking for the end. One idea is to take an approach of “day to day”. It’s hard to do, but try every day to do something positive Number 1 priority – Keep yourself, family, and the...

Bear Market: What to Do

Bear markets are NO fun and test the long-term investor. This crisis is even more distributing because the coronavirus has thrown our lives upside down and we don’t know the impact of how it will change our lives potential forever. Things we recommend you do – Review...

Robert’s Co-Authored Document on Taxes

With tax season officially upon us, we wanted to take a moment to: remind everyone to send in their tax documents and information as soon as possible to share a recent white paper (attached) that was co-authored by Robert Walsh. View PDF The paper utilizes real-life...