Videos

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 – 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 …

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 …

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

Live Your Life By Design

Live your life by design, not by default. Our team is dedicated to developing your individualized financial plan to help you pursue the things that are important to you and your life purpose. Call us today to get started.

Divorce & Finance

Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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