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2024 Market Recap
The latest happenings.
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Sara Stiles, MSFP, CFP®
Jan 5, 20214 min read
Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
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Sara Stiles, MSFP, CFP®
Nov 20, 20205 min read
The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
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Sara Stiles, MSFP, CFP®
Oct 18, 20203 min read
Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15
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Sara Stiles, MSFP, CFP®
Oct 8, 20205 min read
A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.
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Sara Stiles, MSFP, CFP®
Sep 30, 20203 min read
What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?
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Sara Stiles, MSFP, CFP®
Sep 17, 20202 min read
Student Loan Relief Extended Through End of Year
In August, the president signed a memorandum to extend federal student loan relief through December 31, 2020.
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Sara Stiles, MSFP, CFP®
Jul 15, 20205 min read
Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher
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Sara Stiles, MSFP, CFP®
May 13, 20209 min read
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.
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Sara Stiles, MSFP, CFP®
May 2, 20201 min read
You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.
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Sara Stiles, MSFP, CFP®
Apr 23, 20205 min read
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.
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Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.
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Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
Using Retirement Plans Under CARES Act
The CARES Act allows individuals to use their retirement accounts for financial relief.
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Sara Stiles, MSFP, CFP®
Apr 9, 20202 min read
Emergency Loan & Stimulus Guide
Confused about the differences between the EIDL and PPP? Let us help you sort out the details!
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Sara Stiles, MSFP, CFP®
Apr 2, 20203 min read
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?
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Sara Stiles, MSFP, CFP®
Apr 1, 20203 min read
Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!
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Sara Stiles, MSFP, CFP®
Mar 27, 20201 min read
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.
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Sara Stiles, MSFP, CFP®
Mar 26, 20202 min read
COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!
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