Archive for May 2020
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
Read MoreWhat To Do With Your Estate Planning Documents[Video]
Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step?
Read MoreConsumer Expectations Improving
This week we received survey data on the state of consumer confidence in the U.S. The punchline: Consumers are feeling a bit better. The Conference Board publishes a monthly survey of consumer confidence. As you might imagine, confidence slumped mightily in March and April on the back of the COVID-19 scare. But May’s survey points to…
Read MoreFinancial Market Update: There’s Good News Out There! [Video]
Since mid-April, the market has been surprisingly stable. Let’s take a look at some indicators of future projections, updates to the CARES Act, and other resources for your business and personal taxes. This 20 minute market update is for the week of May 27, 2020: Market & Economic Update Tax Update (Business…
Read MoreFinancial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that you give us. We need to get some information from you so…
Read MoreBusiness Owners: When Does Incorporating Make Sense – Payroll Taxes[Video]
So you have a business. How is it set up? From a legal perspective and from a tax perspective ie. payroll taxes. Let’s walk through a number of examples, real high level, letting you know the difference. This way when you are dealing with your own finances in your business, you know what is going…
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