Following months of negotiations, the two houses of Congress have finally come together to pass a second stimulus bill totaling over $900+ billion. Within the new bill, an additional $284 billion is designated toward a new round of Paycheck Protection Program (PPP) loans. With the new package, it also contains clarification spelling out that PPP loans will not be taxable when forgiven.

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus Aid Relief and Economic Security (CARES) Act, which incentivized charitable giving by offering new rules for charitable deductions.

With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year.

An exit strategy helps business owners ensure the long-term success of their company

When you retire, you get to bid farewell to the working world. That’s the good news. The bad news? You’ll no longer have a paycheck coming in from your employer.

By Marcus Taylor, Financial Advisor

Long-term care coverage can fill in the gaps other health care insurance leaves behind. 

The New Year Is Coming. 4 Things Every Small Business Owner Should Be Thinking About For 2021

By Brad Starken, Financial Advisor

How to Make a Wealth-Transfer Plan

By: Dan Miller, CFP®

A well-designed plan protects your wishes and helps avoid conflict among your heirs.

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when individuals generally are eligible for Medicare, which covers routine health care expenses such as visits to doctors and prescription drugs. But the program doesn't cover everything.

Elections can move the market, but that doesn’t mean you should change your approach.