Should your finances shelter in place?

We are expecting more volatility as daily corona-virus updates are communicated globally. We’re collectively aware of the uncertainty this situation has presented for us all. I think we can also agree this is a situation unlike any other we’ve ever...

Do you know how COVID-19 affects your taxes 100%?

Last week, President Trump signed the Families First Coronavirus Response Act. Congress is also working on an even newer Coronavirus relief bill. Federal income-tax payments can be deferred to July 15th.   What is already determined? 1.Taxpayers do NOT have to...

Do your taxes need a COVID-19 test?

Has your business been impacted by COVID-19? You may qualify for newly created tax credits: Earlier this week, loans up to $2 million dollars from the Small Business Administration were made available. On Wednesday night, the Families First Corona virus Response Act...

Financial Assistance for those affected by COVID-19

As the global economic climate continues to weather the storm, financial assistance for small businesses is needed now more than ever. If you have been affected by the economic downturn as a result of COVID-19: 1. The U.S. Small Business Administration is offering...

What is the ‘estate’ of your affairs? Estate Planning in 2020

But the kids Jeff, what about the kids? A big thing on all of our minds right now is our children. Which, looking at the state of the world – I don’t blame you. I challenge you to look at the world through their eyes. I can hear your objection. It’s foolish! They...

Against your instincts? COVID-19 and your portfolio:

While the storm is raging today, we want to reassure you that we are prepared. When we designed your plan and portfolio, we were careful to understand the need and purpose of every dollar invested. Money that is needed for short-term priorities or as a buffer to...

COVID-19 and your portfolio: are you vaccinated?

So it seems clear now that the COVID-19 (Corona Virus) has infected global financial markets.  The bad news is that everyone in the world that has assets invested or has any connection to the global economy will be exposed.  The good news is that most financial...
What Happens If I Don’t File My Taxes?

What Happens If I Don’t File My Taxes?

You might wonder, “what really happens if I don’t file my taxes?” Well, for starters, there will be some financial consequences from the IRS (Internal Revenue Service). The IRS is pretty intimidating, but there is no need to panic. You should not ignore the tax...
Shaping Up Your Finances for 2020

Shaping Up Your Finances for 2020

Can you believe that the new year is right around the corner? It feels like 2019 just flew by! With a new year comes new opportunities for your finances, which is why it is important to set goals and resolutions for yourself and your family. Did you know that only...