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.

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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.

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December 14, 2020

A Plan for All Seasons - Winter

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