Archive for May 2020
[Video] Financial Market Update: The Recovery Continues
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[Video] Financial Market Update: The Recovery Continues 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…
Read More[Video] What To Do With Your Estate Planning Documents
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[Video] What To Do With Your Estate Planning Documents 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? That’s a question we get asked quite frequently. We figured it would be worthwhile to go through three steps that…
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…
Read More[Video] Financial Market Update: There’s Good News Out There!
[Video] Financial Market Update: There’s Good News Out There! 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…
Read More[Video] Financial Planning – Know Sooner, Rather Than Later, By Getting Organized!
[Video] Financial Planning – Know Sooner, Rather Than Later, By Getting Organized! 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…
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