News

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know
By Ben Lies

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know.

Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. Last March, the CARES Act allocated funding to support the U.S. economy and workers through the Coronavirus pandemic. The legislation included a number […]

Read more
Financial stress triggers and what to do about them
By Ben Lies

Scammers Are Getting Smarter in 2020: Here Are 5 Ways to Spot Them

Scammers are taking advantage of citizens in an already anxiety-inducing climate during the COVID-19 pandemic. Be aware of these five red flags when getting on the phone, checking your email or using social media. This can help you avoid even getting trapped in a conversation with a scammer in the first place. This content is […]

Read more
How can this election affect my taxes?
By Ben Lies

What Could Election Results Mean For Your Future Estate Taxes?

November is finally here and election day approaches rapidly – which means the relentless political ads, phone calls and social media posts are (thank goodness) coming to an end. As we spend the next few weeks discussing and determining the future of our country for the next four years, it’s important to prepare for potential […]

Read more
Politics
By Ben Lies

Elections and Markets: Half the Country Will be Disappointed……..Count on it!

We are living in one of the most divisive times I can ever remember when it comes to politics. It seems no matter what happens people are going to be angry and frustrated and there is really nothing that can be done about it. These are just the times we live in, fear and fervor […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information