The COVID-19 pandemic has caused a great deal of uncertainty within our communities and for many of us, led to difficult and complicated financial decisions.  Changes are occurring every week that affect taxes, retirement accounts, investments, spending, and more.

We are staying up-to-date on these changes and are here as a resource for you.  Let us know if you would like to discuss or learn more about:


  • The latest Federal Aid packages and how it impacts you

  • Coronavirus-related distributions from retirement accounts

  • Changes to the Required Minimum Distribution (RMD) rules

  • Student loan deferment and forgiveness eligibility

  • Unemployment compensation changes

  • Stock market volatility and investment strategies

  • Small business loan forgiveness rules and emergency relief funds

We conduct web-based meetings with clients all across the country.  Schedule time with us today!