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Financial Tips for February
As the new year picks up speed, February is a great time to revisit your budget and solidify your money habits. These financial tips for February will help you reduce unnecessary spending, make progress on debt, set aside emergency savings, and reframe your financial goals. A small reset now can set a strong pace for the rest of the year.
Feb 1, 20243 min read


CARES Act: Financial Benefits for Individuals & Businesses
The Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted March 2020, provides critical financial benefits for both individuals and businesses. For individuals: stimulus checks, waived penalties for early retirement withdrawals, and suspended required minimum distributions (RMDs). For businesses: Economic Injury Disaster Loans (EIDL) and the Paycheck Protection Program (PPP) offer cash infusions to cover payroll, operating expenses, and maintain employment durin
Mar 31, 20206 min read


Tax Day Now July 15 & Other Important Deadlines
With the federal tax deadline extended to July 15 in response to COVID-19, there are several other key dates every taxpayer, business, and retirement account holder should mark on their calendar. From required minimum distribution (RMD) changes under the SECURE Act to deadlines for extensions and charitable donations, staying informed can help avoid penalties and simplify your planning.
Mar 23, 20203 min read
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