Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
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2022 Market Recap
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Megan Mercer, AIS
- Dec 30, 2020
- 5 min
How to Protect Your Small Business from Cyber Threats
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
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Sara Stiles, MSFP, CFP®
- Dec 14, 2020
- 3 min
Year End Tax & Financial Planning To-Do's
As the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.
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Sara Stiles, MSFP, CFP®
- Nov 20, 2020
- 5 min
The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
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Sara Stiles, MSFP, CFP®
- Oct 18, 2020
- 3 min
Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15
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Sara Stiles, MSFP, CFP®
- Oct 8, 2020
- 5 min
A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.
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Sara Stiles, MSFP, CFP®
- Sep 30, 2020
- 3 min
What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?
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Sara Stiles, MSFP, CFP®
- Sep 15, 2020
- 3 min
Temporary Payroll Tax Deferral: What you need to know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202
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Sara Stiles, MSFP, CFP®
- Jul 15, 2020
- 5 min
Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher
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Sara Stiles, MSFP, CFP®
- Jul 11, 2020
- 7 min
Record Keeping for Your Business
Keeping good business records will not only help you stay in business but may also help you increase profits.
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Sara Stiles, MSFP, CFP®
- Jun 26, 2020
- 4 min
Coronavirus Concerns? Consider Past Health Crises
Putting current market volatility into historical perspective can help you stay the course during turbulent times.
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Sara Stiles, MSFP, CFP®
- May 13, 2020
- 9 min
Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.
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Sara Stiles, MSFP, CFP®
- May 2, 2020
- 1 min
You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.
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Sara Stiles, MSFP, CFP®
- Apr 23, 2020
- 5 min
Protect Your Employees' Retirement During Pandemic
If you are sleeping on the job at a time like this, it can have irrevocable consequences to employee financial futures.
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Sara Stiles, MSFP, CFP®
- Apr 18, 2020
- 3 min
CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.
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Sara Stiles, MSFP, CFP®
- Apr 9, 2020
- 2 min
Emergency Loan & Stimulus Guide
Confused about the differences between the EIDL and PPP? Let us help you sort out the details!
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Sara Stiles, MSFP, CFP®
- Apr 2, 2020
- 3 min
New Tax Credits from the SECURE Act
Did you know if you set up a retirement plan you have access to up to $16,500 in dollar-for-dollar tax credits?
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Sara Stiles, MSFP, CFP®
- Apr 1, 2020
- 3 min
Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!
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Sara Stiles, MSFP, CFP®
- Mar 27, 2020
- 1 min
Real Estate as an Investment: the why's and how-to's
Sara Stiles invites real estate experts, Vinny Monarez and Kim Martin, to help her discuss how real estate fits into financial planning.
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Sara Stiles, MSFP, CFP®
- Mar 26, 2020
- 2 min
COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!
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