April is Financial Literacy Month: Too many people just don’t have it, but your financial professional can help

April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financial lately? Do most of your neighbors keep a household budget or save for retirement? Does your cousin live hand-to-mouth? Do you… Continue Reading April is Financial Literacy Month: Too many people just don’t have it, but your financial professional can help

Balancing Working from Home and E-Learning: A Parent’s Guide

If the coronavirus crisis has led you to recently join the more than 5 million U.S. workers who work from home, you may still be settling into a routine.1 Adding homeschooling (or e-learning) into the mix can introduce additional complications. Fortunately, there are some tried and true tips from parents who have already spent years juggling working from… Continue Reading Balancing Working from Home and E-Learning: A Parent’s Guide

The April 15th Tax Deadline is Now July 15th: You don’t need to file by April 15th and you should think about the benefits

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes by 90 days, giving individuals and businesses another 3 months to file and then pay the government what they owe. What Should You Do? Putting off paying taxes until right before the deadline is human nature. In fact,… Continue Reading The April 15th Tax Deadline is Now July 15th: You don’t need to file by April 15th and you should think about the benefits

2020 CARES ACT Small Business Employer FAQ – Key Provisions

During this stressful and uncertain time, I am here to help you with understanding all the new resources and financial assistance available for small businesses, as well as certain non-profits and other employers. The following FAQ provides information about the major programs and initiatives available from the Small Business Administration (SBA) to address needs your… Continue Reading 2020 CARES ACT Small Business Employer FAQ – Key Provisions

Retirement Assistance Within the CARES Act

In late March 2020, as the number of novel coronavirus cases in the U.S. surged past 100,000, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed into law.1 The CARES Act provides around $2.2 trillion in aid to businesses and individuals who have been impacted by shelter-in-place orders, government-mandated business closures, and large-scale job losses.… Continue Reading Retirement Assistance Within the CARES Act