As you may know, there have been three major stimulus bills, included and subsequently enhanced in these bills, is the Employee Retention...

On December 27th, Congress passed a $900 billion coronavirus aid package, included in the Consolidated Appropriations Act 2021. The bill...

What’s the difference and should you utilize it? Under the Cares Act, an employer is allowed to defer payment of the employer portion of...

The current price of a stock is decided by the market, it is the price at which sellers and buyers are ready to trade. But what is the...

A recent widow, who was on social security, asked me, how much social security will she be receiving now that her spouse passed away?...

Some people say you can self insure and WL is useless. I ran a comparison using the current difference in premiums between WL and 20 yr...

Question from a neighbor: "I bought a whole life insurance policy as an investment two years ago, someone explained to me that WL is rip...

Question from a tax client: "I believe there will be a lot of inflation soon. I have some extra cash that I would like to protect from...

Reminder to make your 2019 IRA contributions by July 15, 2020, The limit is 6,000 or 7,000 for people 50 and older.

What is the extra cost of buying a smaller 500K whole life policy vs. a larger 1.5 million policy? I ran comparable illustrations with...

Many companies are getting on their EIDL closing documents from the SBA, a clause that says the following “Borrower will not, without...

An additional feature of the new legislation is that recipients of the PPP loan are now eligible for Employer Social Security Tax...

Today the president signed the "Paycheck Protection Program Flexibility Act (PPPFA)”. This new law adds flexibility to the PPP program....

Some people haven’t taken the PPP, because they rather would just utilize unemployment.. but now that the PPP forgiveness period is...

The “Main Street Lending Program” has 3 “Facilities” or sub programs. The “Priority Loan Facility”. *Requires this loan to be priority or...

Distributions of up to 100k can be taken from retirement plans (IRA’s 401k, etc.), for financial difficulties related to having someone...