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welcome-to-2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.

CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.

New Spending Plan Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act….

Transitioning into Retirement If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period.