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Quarterly Market Review: January-March 2025

The latest happenings.
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Record Keeping for Your Business
Keeping good business records will not only help you stay in business but may also help you increase profits.

Sara Stiles, MSFP, CFP®
Jul 11, 20207 min read
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Coronavirus Concerns? Consider Past Health Crises
Putting current market volatility into historical perspective can help you stay the course during turbulent times.

Sara Stiles, MSFP, CFP®
Jun 26, 20204 min read
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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.

Sara Stiles, MSFP, CFP®
May 13, 20209 min read
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You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.

Sara Stiles, MSFP, CFP®
May 2, 20201 min read
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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.

Sara Stiles, MSFP, CFP®
Apr 23, 20205 min read
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CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.

Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
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Emergency Loan & Stimulus Guide
Confused about the differences between the EIDL and PPP? Let us help you sort out the details!

Sara Stiles, MSFP, CFP®
Apr 9, 20202 min read
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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?

Sara Stiles, MSFP, CFP®
Apr 2, 20203 min read
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Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!

Sara Stiles, MSFP, CFP®
Apr 1, 20203 min read
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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.

Sara Stiles, MSFP, CFP®
Mar 27, 20201 min read
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COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!

Sara Stiles, MSFP, CFP®
Mar 26, 20202 min read
78 views
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Families First Coronavirus Response Act: what employers must do now
There are new rules! Here is what they need to know about the Families First Coronavirus Response Act!

Sara Stiles, MSFP, CFP®
Mar 25, 20204 min read
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Perspectives: Investing During Corona Virus Crisis
A Retirement Investor's Corona Virus Survival Guide

Sara Stiles, MSFP, CFP®
Mar 19, 20204 min read
56 views
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Simplified Succession Plans for Main Street
The transfer of a business doesn’t have to be complicated for closely held businesses. Nor does it have to be so expensive.

Sara Stiles, MSFP, CFP®
Mar 18, 20204 min read
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