35 Search Results for: cares

  • Why Advising Investing are Both Important for your Comprehensive Financial Plan

    Posted on May 11, 2020

    By: Mike Gertsema, CEO & Wealth Advisor Most investors are very concerned about the markets, the economy, their health, their family’s health, whether they’re going to lose all their money, and will we ever get back to the good old days? Of all the things we worry about, which of them a …

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and …

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, …

    Read more
  • Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

    Posted on April 23, 2020

    You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 14, 2020

    These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here …

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  • Four Ways the CARES Act Can Help Your Business

    Posted on April 9, 2020

    From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

    Read more
  • How the CARES Act Affects You

    Posted on April 3, 2020

    Congress recently passed the largest economic relief package in history. While you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. Learn more about the overall impact of the new laws. Click Here …

    Read more
  • CARES Act Summarized

    Posted on April 3, 2020

    CARES Act Summarized As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted …

    Read more
  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and …

    Read more
  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, …

    Read more
  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 14, 2020

    These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here …

    Read more
  • Four Ways the CARES Act Can Help Your Business

    Posted on April 9, 2020

    From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

    Read more
  • How the CARES Act Affects You

    Posted on April 3, 2020

    Congress recently passed the largest economic relief package in history. While you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. Learn more about the overall impact of the new laws. Click Here …

    Read more
  • CARES Act Summarized

    Posted on April 3, 2020

    CARES Act Summarized As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in in an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted …

    Read more
  • CARES Act Summarized

    Posted on March 31, 2020

    As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy.

    Read more
  • Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

    Posted on March 15, 2021

    The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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  • How to Finish Strong this Tax Planning Season

    Posted on February 24, 2021

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

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  • 2021 Tax Planning Checklist

    Posted on February 5, 2021

    While you’re packing up the last of 2020, you’ll want to take advantage of the tax opportunities even a year like this one has to offer. Instead of dropping off a shoebox of receipts and hoping for a return, be intentional about maximizing returns and protecting income. The CARES Act and ot …

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