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Three Hurdles Keeping You From Financial Planning

We recommend that our clients start their financial planning by creating a financial snapshot: According to Savology, a written financial plan can lead to better money behavior. Their research found that households with a financial plan are 2.5x more likely to save enough for retirement. That’s a pretty good incentive, but there’s still icing on the cake. Of those who

Will Your Medicare Payments Increase in 2021?

Preparing to Apply for the Restaurant Revitalization Funding Grant

American Rescue Plan Provides Additional Tax Benefits

SBA Opens Second Round of PPP Applications

January 12, 2021

Consolidated Appropriations Act of 2021 Offers Help to Businesses and Individuals

December 23, 2020

Large SBA Loans Require SBA Form 3509

December 16, 2020