The Boston Consulting Group recently authored an article on how companies and leaders can adapt to our rapidly unfolding reality. Successful leadership with the head (to envision the future and the priorities required to succeed), the heart (to inspire and empower employees), and the hands(to ensure innovative and agile-execution capabilities) are the necessary elements to lead successful...
Using a Health Savings Account (HSA) is a prudent financial decision that many Americans overlook or simply do not understand. One of their primary benefits is that contributed funds do not run out each year like the “use it or lose it” provisions with flexible spending accounts (FSA). Instead, unused funds roll over each year and can be used for future medical expenses. This feature creates a...
I believe we can all agree this has been an extremely stressful year for everyone. Honestly, I feel successful making it this far and this meme pretty much sums it up. Below are 5 ways to help manage your stress during this stressful time. 1. Show grace to yourself and others Are you feeling extra tired or fatigued right now? That is a normal response to prolonged exposure to stress. We...
Learn how we can help you navigate the complexities of building wealth and how to put a plan in place to manage your financial future. Please check out this short video by clicking HERE.
The Great Realisation: Click Here for a bedtime story of how it started, and why hindsight’s 2020.
Federal student loans have all payments suspended until September 30thDuring this time, the loans will not accrue interestMost collection efforts for student loans will cease during this time What do you need to do? The short answer is nothing. During this time review with your provider if you have auto payment set up to ensure these don’t continue Do all student loans qualify? Unfortunately,...
On April 24th, President Trump signed a new relief package from Congress totaling roughly $480 billion. President Trump signaled on Twitter that there are more fiscal relief packages on the way, including those aimed at helping state and local governments recover lost revenues due to COVID-19, infrastructure investment, and payroll tax cuts, among others. The relief package is aimed at three key...
Last year saw a record number of Americans hit with identity theft and, as technology advances, this trend is expected to worsen. Today's criminals are savvier than ever and often these crimes occur without you ever being involved via what's classified as "card-not-present" (CNP). This form of identity theft increased by 40% last year alone. Often we think, "this won't happen to me," but it has...
The best plans for managing the finances of an older relative are made when that individual is still healthy. Once stricken by illness, or frustrated by the loss of mobility and freedom, an older relative may not understand questions or be able to state details of their wishes. Fueled by the uncertainty of what the older relative really wants, the lack of a plan may ignite family arguments....
We understand there is much confusion surrounding the U.S. Government Economic Impact Payment stimulus checks many of you should receive and we want to provide some clarity. Qualified recipients began to receive payments this week. The money will appear automatically in your bank account if the IRS has your account information on file from previous years’ tax returns. If the IRS doesn’t already...
We think it is important to make good use of the extra time that many people have during this unusual time. Now is an excellent time to take care of those to-do items that have been on the list for a while. For many people, this could mean completing an estate plan or updating an outdated plan. Having an estate plan goes well beyond just a will or trust. A basic estate plan most likely will have...
Check out this article by clicking here to learn about when stimulus checks are being sent out and how to make sure you get yours.
During this period of high anxiety, we are more vulnerable to hackers and scammers. The fraudsters are taking advantage of our fear and uncertainties. They are launching their own computer viruses, malware and fraudulent web- sites with COVID in their names. Some obvious scams that will ask you to call and give personal information are: Social Security: Victims receive an official looking letter...
Sheltering in place can be stressful and chaotic. We have complied some tips you can use for preserving your sanity. Use Free at Home Fitness Apps and Classes: Link to Free Classes Link to Fitnessblender Link to Free Yoga Try These Services to Keep the Kids Busy at Home: Link to Commonsensemedia.org Link to Livescience.com Link to Khan Academy Link to Khan Academy Kids (ages 2-7) Link to Beast...
If you own a small business, you may qualify for an Expanded Economic Injury Disaster Loan (EIDL). Generally, EIDLs are intended to provide businesses with working capital to recover from an economic injury caused by a disaster. The EIDL program is up and running on the SBA’s website. Additional information is available here:...
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