Changes to Paycheck Protection Information for small business owners to consider.   On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further target “the smallest businesses and those that have been left behind in previous…

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  How to Prepare for Tax Season     In this guide, we’ll explore ways to help you prepare for the upcoming tax season.   Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before…

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Annual Financial To-Do List Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement…

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Making Decisions About Life Insurance Life insurance choices can be confusing.   Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a need to use them. Life insurance is different because it’s a widely…

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Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road.   When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums…

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