Business

Roger Green, MSFS,CFP®

Unprecedented in scale and scope, a $2 trillion stimulus bill was signed by President Trump on March 27, 2020. The bill, the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), provides stimulus for individual Americans, healthcare workers, small businesses, and certain industries hit hard by the pandemic. This is the third relief package to address the effects of the COVID-19 virus. 

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Roger Green, MSFS,CFP®

In addition to our worries about the impact of the Coronavirus on our health; the social distancing, isolation, and shut downs required to help contain the virus have impacted or will impact many individuals and businesses as well. Much is being done to try to counter these impacts to help keep our economy strong. We anticipate further relief is on the way, but here are some highlights of the things occurring in the U.S. right now.

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James Miskell, Attorney at Law

When it comes to estate planning, the most familiar document is the last will and testament. Most people have a basic understanding that a will allows you to appoint a personal representative (an executor) upon your death and directs that person to distribute your assets as you specify.

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Roger Green, MSFS,CFP®

The SECURE Act (Setting Every Community Up for Retirement Enhancement) (“the Act”), was passed by Congress and signed into law by President Trump on December 20, 2019.  The Act makes some significant changes to Required Minimum Distribution (RMD) rules as related to Individual Retirement Accounts (IRAs) and other retirement plans, in addition to changes in other areas.  This is one of the most comprehensive retirement plan reforms in more than a decade, and this is a brief overview of a few highlights that may be of interest.

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