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COVID-19

Home|COVID-19

Advisor Reflections: Working From Home

My wife and I have been both working from home the last three months while our young children are also at home with us. Once it became clear to me that we would be working from home for more than a few weeks, it was important to set up a workspace where I could focus and engage with clients and colleagues in an effective uninterrupted manner.

2020-07-16T15:47:15+00:00COVID-19, Good to Know|

Important Information For Small Businesses Impacted By COVID-19

Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

2020-07-07T18:17:08+00:00Business Owners, COVID-19, Good to Know|

Market Downturns: How Safe is Your Deferred Compensation Plan?

Your employer’s traditional 401(k) plan and deferred comp plan may look similar. They may be visible from the same website and they may appear to have the same investments, but they are different in one very critical way. The deferred comp plan is not protected if your employer goes bankrupt, while the 401(k) plan is protected. With the recent downturn in the markets and volatility likely to continue, it’s important that you understand the differences between the two types of employer plans and review if any adjustments need to be made to your participation or allocation strategy.

Creative Projects to Capture Memories and Get Organized

Many of us have been self-isolating now for nearly two months. Some of us are feeling the desire to maximize this time to devote to projects that will yield long-term benefits. What can you do to take advantage of this time?  Are there some projects that are both easy and productive?Here are a few projects that may be interesting to you. We’ve come up with few ideas to help you share information, memories and stories with those you love for future generations, as well as get organized for the unforeseen.

2020-07-06T19:39:01+00:00COVID-19, Good to Know|
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