Our Blog



    Medicare Open Enrollment for 2021 Begins October 15, 2020

    The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

    Financial Planning

    Small Businesses Eligible for Relief Programs During COVID-19 Crisis

    Congress passed several pieces of legislation with provisions to help small businesses shore up their coffers and keep employees on the payroll.

    Taxes Financial Planning

    Watch Out For Coronavirus Scams

    The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020.

    Financial Planning

    CARES Act: Retirement Plan Relief Provisions

    For those seeking to preserve their retirement funds, certain required minimum distributions from retirement funds have been suspended.

    Retirement Financial Planning

    Government Acts to Blunt Impact of Global Pandemic

    The Federal Reserve moved swiftly in recent weeks to support the U.S. economy and help alleviate stress in the financial markets.

    Financial Planning

    Care Act Provides Relief to Individuals and Businesses

    On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Major relief provisions are summarized here.

    Retirement Financial Planning

    The Coronavirus and Market Declines

    Having a long-term perspective, appropriate diversification, and an asset allocation that aligns with your risk tolerance and goals can help you remain disciplined enough to ride out the storm.

    Investing Financial Planning

    5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money

    Ready to settle in with some movies during the cold months ahead? We have 5 movies that can not only entertain you but teach you a couple money lessons.

    Investing Financial Planning