by Oleksandr | Jul 2, 2020 | Blog
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...
by Sean | Jun 25, 2020 | Blog
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...
by Luke | Jun 19, 2020 | Blog
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...
by Robert | Jun 11, 2020 | Blog
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...
by Brennan | Jun 5, 2020 | Blog
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...
by Tyrrell Donna | May 28, 2020 | Blog
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...
by Marni Feltman | May 22, 2020 | Blog
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...
by Steven Tyson | May 12, 2020 | Blog
Things to consider when planning for special needs As parents, we all want what is best for our children. For parents of children with special needs, the financial planning process can become extremely stressful and confusing. Many parents often take extended periods...
by Cecilia | May 7, 2020 | Blog
Right now, due to quarantine, we are stuck in our homes and it sometimes feels as though it will never end. But there will be life after quarantine is over, and there is no better time to prepare for it than now. If you could go anywhere or do anything, what would it...
by Oleksandr | Apr 22, 2020 | Blog
On Wednesday, April 15, 2020 80 million Americans received their Stimulus funds via direct deposit. As the COVID-19 Relief funds are arriving in the hands of Americans that need it most, scammers are working hard to make attempts to get their hands on this money. As...
