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How the CARES Act Affects You

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How the CARES Act Affects You

Congress recently passed the largest economic relief package in history. While you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. Learn more about the overall impact of the new laws. Click Here to Watch the Webinar

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CARES Act – Paycheck Protection Program for Small Businesses

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CARES Act – Paycheck Protection Program for Small Businesses

The primary way the CARES Act will help small businesses is through the creation of the Paycheck Protection Program, a nearly $350 billion program that provides eight weeks of cash flow to small businesses through federal loans. Please take some time to understand if this can benefit you.   CARES ACT Tax Relief for Businesses – Overview Employer Payroll Taxes. Employers and self-employed individuals may delay the payment of the employer portion of payroll taxes due between March 27 and December 31, 2020. 50% of any payroll taxes deferred under this provision must be paid by December 31, 2021, with the...read the full article

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CARES Act – Does the Stimulus Payment Apply to You?

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CARES Act – Does the Stimulus Payment Apply to You?

The most notable provision for individual Americans is the stimulus payment. The CARES Act promises $1,200 to individuals and $2,400 to married couples, with an additional $500 per child under the age of 17. This payment is non-taxable, but there are some restrictions and additional details you should understand. Please take some time to under more, and how you can maximize your benefit.         Kerry Meath-Sinkin, CFP®AIF®, is a wealth advisor based in Minneapolis. She graduated with honors from Brown University, and works with clients in the Twin cities and nationwide. Kerry believes in a holistic approach...read the full article

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Does the CARES Act Impact You?

Videos

Does the CARES Act Impact You?

There is a lot going on right now, and it’s tough to plug in and listen to the news. However, there are some important implications of this Act that may impact you, so please take some time to learn about it. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted by the COVID-19 virus.       Kerry Meath-Sinkin, CFP®AIF®, is a wealth advisor based in Minneapolis. She graduated with honors from Brown University, and works with clients in the Twin cities...read the full article

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The Tough Get Strategic – Financial Strategies for a Market Downturn

Monthly Newsletters

The Tough Get Strategic – Financial Strategies for a Market Downturn

When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize.

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Free Guides

CARES Act Summarized

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted by the COVID-19 virus.

After reading this guide, you’ll walk away with a firm understanding of how the CARES Act impacts you – and how it’s shaped to help the overall economy.

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Market Commentary: Relief Package Enacted as Unemployment Sharply Rises

Market Commentary

Market Commentary: Relief Package Enacted as Unemployment Sharply Rises

Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.

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Coronavirus: The Market & What This All Means

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Coronavirus: The Market & What This All Means

We hope this finds you healthy and safe wherever you are. We wanted to share some thoughts on what is happening, how it impacts your financial situation, and opportunities to consider. As always, please reach out to us directly if there is anything we can assist you with. Best, Bob & Kerry

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Understanding the Market Situation and the Opportunities Ahead

Videos

Understanding the Market Situation and the Opportunities Ahead

These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar

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Managing the Ups and Downs of the Market – And Your Emotions

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Managing the Ups and Downs of the Market – And Your Emotions

Emotions run high when the market dips low. Market volatility can cause stress and uncertainty in many investors, and trying to remove your emotions from the decision-making process won’t play out in the long-term. Managing the ups and downs of the market begins with managing the ups and downs of your emotions. Watch this webinar with Director of Retirement Research Jamie Hopkins, Esq., MBA, LLM, CFP®, ChFC®, CLU®, RICP®, to learn more. Click Here to Watch the Webinar

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