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Category: COVID – 19 Related Planning

Experiences Matter

Author: Philip Weiss No Comments

Experiences Matter They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their desired lifestyle both before and during retirement. That can lead to tough choices as you try to balance saving for tomorrow – funding college and retirement are […]

Are You Taxed If the SBA Makes Loan Payments on Your Behalf?

Author: Candice Gerlach No Comments

The Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten the most attention from businesses seeking a quick cash infusion during the COVID-19 pandemic. But the SBA has several other loan programs that pre-date the pandemic and don’t require a disaster for eligibility. These include the following: […]

COVID-Proofing Your Financial Advisory Practice

Author: Jim Eckel No Comments

The COVID-19 pandemic has caused businesses across industries to review how they function and engage with their clients. The market uncertainty has naturally put tremendous pressure on the financial advisory industry as we know it. The sudden devaluation of businesses and the loss of key client accounts has created a liquidity crisis. The pandemic is […]

If the SBA Made Six Loan Payments on Your Behalf, Are You Taxed?

Author: Candice Gerlach No Comments

Since the arrival of the COVID-19 pandemic, the Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten the most attention from businesses seeking a quick cash infusion. But the SBA has several other loan programs that pre-date the pandemic and don’t require a disaster for eligibility. These […]

Why it is time for Independent Financial Advisors to go Digital

Author: Jim Eckel No Comments

Why is it time for independent financial advisors to embrace digital transformation? We dive in to address this question in detail and understand why financial advisors are going digital and what they are doing to enable a digital transformation in their businesses. Digital is more important than ever. COVID, lockdowns, and WFH have accelerated the […]

Did You Know? IRS Enables Millions to Qualify for the $100,000 IRA Grab and Repay

Author: Candice Gerlach No Comments

Question My home business did not get affected by the COVID-19 pandemic, but I’ve lost about $30,000 in revenue year-to-date because clients didn’t have money to pay me. Also, my significant other’s job hasn’t changed. I wanted to take money from my IRA to help with cash flow and use the repayment benefit. I don’t […]

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