Month

April 2020

Scams to Avoid During the Pandemic

By Kelley Muhsemann Communications and Marketing Manager According to the Federal Trade Commission (FTC), Americans have lost $13.4 million to coronavirus-related scams since the beginning of 2020. Although it has always been important to stay vigilant and apprised of scam tactics, the pandemic has paved the way for opportunistic scammers to steal money and identities...
Read More

New Resolutions for 2020 and Beyond – Lessons of COVID-19

By Ronald W. Rogé, MS, CFP® Chairman and CEO I have been thinking about what folks can do while they are sheltering in place that might help them come out of this crisis in better financial shape than they were going into it. As a financial advisor for over 34 years, there are two suggestions...
Read More
The CARES Act

The CARES Act: A Brief Overview

On Friday, March 27, 2020, President Trump signed into law a $2 trillion Coronavirus economic stimulus bill known as the “Coronavirus Aid, Relief, and Economic Security (CARES) Act.” The CARES Act is in response to the global health pandemic, COVID-19, and aims to provide financial relief for both large and small businesses, individuals, state governments...
Read More

Like Us on Facebook