The CARES Act was designed to “provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic.” Click here to read a brief overview of some pieces of the CARES Act that may be of interest to small business owners. 

The U.S. Small Business Administration has resources to assist small business owners as you navigate the COVID-19 waters. If you would prefer to utilize your local SBA, the Colorado SBA and Arizona SBA have information as well.

The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law on Friday. Click here to find out about the Recovery Rebates for individuals and married couples, as well as how the law impacts Unemployment Assistance, Required Minimum Distributions, Charitable Contributions, and more.

Interested in finding out more about ETFs, how they work, and how they differ from traditional Mutual Funds? Read this article and check out the included video. Wondering if an ETF is right for you? Email or call us today.

The IRS has extended the Tax Filing and Payment Deadlines for 2020, due to the ongoing Coronavirus Disease 2019 (COVID-19). You can read the answers to commonly asked questions here.

How long has it historically taken the Stock Market to rebound following global health epidemics? Find out here. Want more information? Contact us.

How have various Asset Allocations fared throughout the past (nearly) nine decades...through the Bull Markets, as well as the Bears? The attached article from Franklin Templeton - 89YearsofBullsandBears.pdf  - discusses the "whys" behind the market trajectory of each decade, and shows how various asset allocations performed.

Taxes can often feel overwhelming so we've provided a helpful reference guide for 2020, showing you important information in one place: 2020 Tax Reference.pdf

Changes are happening for retirement plans in 2020, that will impact grad students, expectant parents, small businesses, retirees, and more. Learn more here, and contact us with any questions about how the SECURE Act may impact you.

New laws were passed at the end of 2019 that aim to encourage more people to save for retirement in 2020, and it appears to be good timing: According to a December Ispos poll, 38% of Americans planned to have a 2020 New Years Resolution. Of these, 51% state that finances are their priority¹.

To encourage financial stability through retirement savings, the maximum contribution rates for retirement plans has been increased, and tax incentives are being offered to small businesses to set up automatic enrollment in retirement plans, as part of the SECURE Act. Read about some of the highlights here.

Are you ready to increase your savings amount, open a new retirement account, or just get a better understanding of how the new rules apply to your retirement goals? Contact us today.

_{1. Annaleise Azevedo Lohr, “Urban Plates/Ipsos Poll 2020 New Year’s Resolutions” December 11, 2019, accessed January 13,2020, https://www.ipsos.com/en-us/news-polls/urban-plates-ipsos-NY-Resolutions}