Navigating Through a Recession Amid Covid-19

2020 has been a year like no other with Covid-19 having derailed all of our plans and expectations. Unfortunately, the United States is officially in a recession, ending the longest economic expansion in history. More than 40 million Americans have filed for...

Getting Where You Want to Go

When you know what you want in life and you strive to reach it, you can accomplish almost anything.  It’s easy to dream big and create goals, but how do you go about accomplishing those goals?  Below are a few steps to follow to keep you on your path: Write down all...

What to Do With an Inheritance?

There are many different events that affect us throughout our lives. One of the most heart-breaking is death. As we live our lives, it is likely that at some point we will either receive an inheritance or know someone that does. It can be a stressful time as you are...

Pay It Forward

While the COVID-19 pandemic continues to be challenging to say the least, it presents an opportunity for communities to come together and for us to give back.  Charitable giving is meaningful for a multitude of well documented reasons. In addition to helping those in...

Why Should We Continue to Invest Globally?

As US equities have outperformed non-US stocks over the last several years, some investors may question the role that global diversification plays in their portfolios.  It is very easy to get caught up in the market swings during this unprecedented time, along with...

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...

Payroll Protection Program (PPP) Update

It is expected today that the President will sign bipartisan legislation to update the U.S. Small Business Administration (SBA) Payroll Protection Program (PPP) to make several changes to the rules governing the forgivable loan program designed to help small...

College – Fall 2020 Decisions – Decisions!

Begin your College Education in Fall of 2020 at the school you originally planned? Enroll at your local Community College for the first year or two, then transfer to another university or college where you can earn your diploma from? Take a “GAP YEAR”? With all of the...

Change Your Lens, Change Your Story

Change your lens…change your story. Like putting a wide lens on a camera, choosing a different perspective can not only broaden our current perception of events but influence our behavior to produce more positive and long-lasting outcomes. We often let not only...