Blog

Coronavirus Help for Small Businesses: The CARES Act

You may know that the majority of businesses in the United States are small businesses, but you may be surprised to learn the percentage of American companies that are small businesses: ninety-nine percent. Forty-eight percent of employees in the U.S… Read More
Read More

The CARES Act: How Coronavirus Relief Affects Your Taxes and Planning

Coronavirus. COVID-19. It’s all anyone can talk about these days, and with good reason. And while concern for people’s health is paramount, it also makes sense to wonder how this pandemic is going to affect economic concerns—on a global, nation… Read More
Read More
Categories: Finances

Coronavirus: Answering Our Clients’ Questions

News about coronavirus, aka Covid-19, is everywhere. Taking in the news, which changes daily or even hourly, feels like trying to drink from a fire hose. Most of us have never experienced anything like this, which means it can feel necessary to liste… Read More
Read More

Could Your Children Lose Their Inheritance in a Divorce?

If you have adult children, there’s a good chance that they are either married, or that they will be. Watching our kids grow up, find love, and start families of their own is one of the great joys in life. As a parent, you probably anticipate that… Read More
Read More

Ten Apps (and Other Activities) For People With Dementia and Alzheimer's

If you love someone with Alzheimer’s or another form of dementia, you know how devastating this illness can be—not only to the person diagnosed, but to family members and others who love and care for the patient. If you have a family history of A… Read More
Read More

Does Your Insurance Provide All the Coverage You Need?

Insurance is like a blanket. A blanket with holes in it isn’t useless, but it won’t give you the coverage you need it to. Likewise, your insurance policies might offer you some protection, but leave you exposed when you really need coverage. With… Read More
Read More
Categories: Finances

Surprise Medical Billing: What the Government is Doing to Stop It

Medical care is one of the few things we purchase without knowing the price for it. Imagine walking into a grocery store and filling your cart without having any idea what the food cost, or picking out a new wardrobe and handing over your credit card… Read More
Read More
Categories: Finances

SECURE Act Becomes Law: How it Affects Your Retirement Planning

Almost a year ago, we wrote a blog post referencing the SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement.” At that time, the Act had just passed the House Ways and Means Committee. Whether it would become law, a… Read More
Read More
Categories: Finances

Five Important Age Milestones Leading Up to Retirement

You have probably been saving for retirement (or at least thinking about it) for decades. All the while, retirement has seemed like some mythical city in the clouds that you would never actually reach. Then all of a sudden, your anticipated retiremen… Read More
Read More
Categories: Finances

Ten Financial New Year’s Resolutions for 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arbitrary, it’s worth pausing at the threshold of a new year or decade to contemplate how much has changed in the past, and what new beginnings you’d… Read More
Read More
Categories: Finances

Contact Us

Call us at (888) PLAN-050 or fill out the form below to send us an email

Fill out our online form