Dec 31, 2020 | Financial Article
After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill1 contains everything from individual payments to taxpayers2...
Dec 17, 2020 | Communication
It’s our last newsletter of the year! We hope you’re having a warm, wonderful holiday season. We’ve really enjoyed working with you through 2020. Believe it or not, all this market volatility reminded us how much we love what we do! We are here to...
Dec 14, 2020 | Communication
There are only 11 days until Thanksgiving and 6 Fridays until it’s Christmas morning! Don’t be overwhelmed, be inspired! (That’s easier said than done so try it using our decision making chart below). You know us, and you know we like to plan ahead...
Dec 14, 2020 | Communication
Although the world has felt spooky for the past seven months, it’s almost time for the actual Halloween festivities to take place. Anyone else feel that time is simultaneously flying and moving slowly? Weird. Any who, our offices are operating at a normal pace....
Dec 11, 2020 | Financial Planning
As days turn into weeks and weeks turn into months, it may feel like there is little time to catch up on all of your financial responsibilities. Sometimes it may be easier to simply toss ATM receipts, credit card bills, and bank statements into the “junk drawer” to...
Dec 11, 2020 | Financial Article
Small businesses owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business...
