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2020 IRA and 401(k)/403(b) Plan Changes – The “Cares Act”

As we continue to study the stimulus package passed last week, we will continue to send relevant [...]

Stimulus for Business Owners: Paycheck Protection Act

PLEASE READ THIS FORGIVABLE LOAN PROGRAM AS I SEE NO NEGATIVES FOR BUSINESS OWNERS. On [...]

Beware: Stimulus Payment Scams

Here’s what you need to know about the stimulus payment processing in order to protect yourself from [...]

Now, we breathe, stay calm, focus on what we have within our control, and this too shall pass.

Posted on facebook and Linked – 3/12/2020   If you have any interest/concern about your [...]

‘Everywhere is walking distance, if you have the time’

‘Everywhere is walking distance, if you have the time’…Steven Wright Good Afternoon Steven Wright is [...]

The Virtue of Optimism

The current pandemic breeds a lot of uncertainty and fear.  The media actively participates spreading [...]

Investing: Simple, Yet Difficult

Warren Buffett said, “Investing is simple, but not easy.”  Sounds like a contradiction, but in [...]

The Coronavirus: A Healthy Perspective

We have our first surprise of the year: The Coronavirus.  Just last month I wrote [...]

An Accurate Forecast for 2020

If you read my forecast for 2019, you will notice it was spot on. This [...]