June 24, 2020

Financial Journeys Summer 2020

We are excited to present you Financial Journeys - Summer 2020 publication. Inside you will find three great articles regarding long-term care, how to live to be 100, and what impact your income has on your taxes.

December 28, 2020

Second Round of Stimulus on its Way

Sunday evening, President Trump signed a stimulus bill that included about $900 billion in relief for Americans and businesses. The framework includes 11 weeks of extended unemployment benefits, as well as $600 of direct stimulus for every person under a certain income threshold, including children. Legislators have also been discussing a provision to address the tax treatment of Paycheck Protection Program (PPP) loans, potentially giving further relief to borrowers.

December 14, 2020

A Plan for All Seasons - Winter