by Angela Kreps | Apr 3, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
SBA Economic Injury Disaster Loans (EIDL) Nearly $350 billion to help US-based Small Businesses is included in Phase 3 of the stimulus plan, the Coronavirus Aid, Relief, and Economic Security, or CARES Act that passed in late March. In addition to the Paycheck...
by Colleen Wysong | Apr 3, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
Small business owners who have 500 or fewer employees, including self-employed individuals, may be able to benefit from the Coronavirus Aid, Relief, and Economic Security (CARES) Act that was passed last week. One of the most compelling parts of the Act is the...
by Colleen Wysong | Apr 2, 2020 | Featured, Financial Planning, Life Planning, Life Transitions
As the Coronavirus continues to wreak havoc on the U.S. Economy, there is help around the corner for struggling Americans. With the passing of the $2 trillion economic stimulus bill (CARES Act), direct payments will be sent out to taxpayers. Here’s what you...
by Joni Lindquist | Apr 1, 2020 | Career Planning, Featured, Financial Planning, Life Planning, Life Transitions
We all lack experience in facing the current situation as the world struggles to deal with the COVID19 pandemic. As leaders, now more than ever, it’s important to step up to help our teams through this crisis. Below are some tips to provide strong leadership in times...
by Angela Kreps | Mar 31, 2020 | College Funding, Estate Planning, Featured, Financial Planning, Life Planning, Life Transitions, Retirement Planning
This article was written in collaboration with Executive Chairman, Stewart S. Koesten, M.S.F.S., CFP®, CIMA® — Phase 3 of the fiscal stimulus plan just passed both houses of Congress and was signed by the President on Friday, March 27, 2020. The $2 Trillion...
by Joni Lindquist | Mar 20, 2020 | Featured, Life Planning, Life Transitions
These are certainly unprecedented times. Most organizations and companies are having their workers work remotely. Over these last two weeks, we were encouraged to stay at home and minimize interaction with other people. It appears this may go on for a while....
by Jessi Chadd | Mar 20, 2020 | Featured, Financial Planning, Life Planning, Life Transitions
New Normal After the stock market downturn in 2008/2009, the term “New Normal” became a popular phrase. It referred to resetting expectations with stock market returns and accept what would be the “new normal” in terms of returns. I often found...
by Colleen Wysong | Mar 20, 2020 | Featured, Inspiration Everywhere, Life Planning, Life Transitions
Like many mothers and some fathers, I have always struggled with the decision to work outside of the home. I have cried many days and had endless hours of guilt sitting in my office thinking about leaving my children. Ultimately though, I believe I am a better mom...
by Matt Starkey | Mar 18, 2020 | Career Planning, Estate Planning, Featured, Financial Planning, Investments, Life Planning, Life Transitions
Here are 8 facts for dealing with uncertainty this week. As we are calling each and every one of our clients, these are the thoughts I’m sharing. They might help ease your concerns, too. Not only are markets challenging our resolve, but people are disrupted by...
by Lucas Bucl | Mar 2, 2020 | Featured, Financial Planning, Investments, Life Planning
Over the last seven trading days, U.S. stocks have gone from all-time highs to falling to a market correction. While this has been a remarkably quick decline, market corrections are a normal part of investing and come along about once every year or so. It would have...
