• Mortgage Rates Are at Record Lows. Should You Refinance?

    If you are interested in exploring a refinance on an existing home or a second home, or a new home purchase, feel free to reach out to our trusted mortgage advisor alliance.

  • Need a PPP Loan for Your Small Business? There’s Still Time

    The Paycheck Protection Program (PPP) was created in March, near the beginning of the coronavirus pandemic shutdown. President Trump has signed into law a bipartisan extension of the PPP for small businesses, which was set to expire on June 30.

  • PPP Program Developments: What You Need to Know Now

    On June 16, the Small Business Administration (SBA), which administers the PPP, released a revised application for PPP loan forgiveness — one of the program’s most important and popular features. The new instructions are also accompanied by a brand-new “EZ” version.

  • Their Marriage, the Family’s Money: Should You Be Involved in Your Kid’s Prenup? 

    With a projected $60 trillion wealth transfer from Baby Boomer parents to their Millennial offspring looming on the horizon, more and more parents in families with significant wealth are involving themselves directly in this part of the wedding planning. Is this a good idea? Well, it depends.

  • Teach Your (Grand)Children: Creating the Financial Culture for Future Generations 

    Ultimately, it’s important for family stewards, whether grandparents or otherwise, to communicate the message of empowerment. When we share these lessons with our grandchildren and the other important people in our lives, we are teaching them how to take charge themselves.  

  • Under the Macroscope: When Stocks and the Economy Diverge

    Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few weeks have produced many examples of a stark contrast between stock market performance and economic indicators.

  • Too Soon? When a Changing Economy Forces Early Retirement

    Even in the pre-COVID-19 days, more than half of retired persons said they left the workforce earlier than planned, due either to unanticipated job loss or medical reasons. Here are some steps you can take to be ready if you have to retire earlier than you planned.

  • To Zoom, or Not to Zoom? Staying Safe While Videoconferencing

    Online technology has helped us feel less isolated during the Coronavirus lockdown. But all of us still need to remember the importance of protecting our data and personal information from bad actors who will take advantage of any vulnerability they can exploit.

  • Will the COVID-19 Pandemic Be Worse Than the 2009 Recession?: A Chart

    We will likely feel the effects of the downturn for the next few quarters. But when shutdowns lift and more Americans can get back to work, there is no reason not to believe that our economy will pick up again and bounce back to the strong position we were in earlier this year.

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