May 2020 Monthly Recap

Fiscal Stimulus Coronavirus Distributions from Workplace Retirement Plans By Anne Zavaglia, CFP® Relief may be available for employees impacted by Covid-19. The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. For a short period of time, the Act allows participants affected by the Coronavirus to access funds in their retirement …

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April 2020 Monthly Recap

The coronavirus has impacted all of our lives significantly and there are many programs that could directly impact your business and lives that require immediate action.  While we’ve reached out to the clients that we believe would be eligible for any of these programs it is vital for everyone to be updated. See important updates that Anne …

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March 2020 Monthly Recap

Market Reaction to Coronavirus By Clint Edgington, CFA 2019 Income Tax Returns Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together – that includes getting your hands on a copy of your 2018 tax return and gathering W-2s, 1099s, and deduction records. Read More Spring …

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February 2020 Monthly Recap

I just passed a great drug, which always helps me cope with the stress during the exams. The price is also quite reasonable. I usually order Provigil from online drugstore, but you can take it from other suppliers. When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time will tell if this law aimed to encourage greater retirement savings achieves its aims there’s no question it has a direct impact on many taxpayers. Read More Tax Documents CalendarCheck …

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January 2020 Monthly Recap

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20th. Included in the federal government’s recent spending, the SECURE Act is designed to help Americans increase and preserve their retirement savings. The provisions in …

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