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Expansion of Emergency Loans and Grants to Small Businesses

Updated Information on April 6, 2020: Over the last few days it appears the SBA is now adjusting the $10k advance payment for enterprises with fewer than 10 employees to $1,000 per employee. Enterprises with 10-500 employees are eligible to receive the $10k advance...

Focus on Facts to Relieve Pressure

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...

Partner up with a Planner for Financial Fitness

Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week! Saving money and losing weight (or variations...

Financial Fitness in the New Year: Get a Trainer

By Jamie Bosse Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week!  Saving money and losing weight...