covid19
COVID-19 Resources
Emergency Relief Options Checklist
This new checklist includes new emergency relief options outlined in:
- The CARES Act
- Families First Coronavirus Response Act
- Executive orders
- IRS changes
- And other relief options specific to COVID-19 as they pertain to individuals
Market Correction or Recession Checklist
This checklist covers many of the issues to consider during a recession or market correction:
- Useful strategies when the valuations of the markets are low (i.e. ROTH Conversions and gifting strategies)
- Strategies to mitigate the negative impact (i.e. cash flow becoming tight)
Recent or Potential Job Loss Checklist
This checklist covers many actions to consider if you recently lost a job:
- List of planning issues that arise from job loss
- Helpful even if you are simply concerned about the prospect of losing a job
- Feel more prepared or in control of your financial situation in these uncertain times
Emergency Options for Business Owners
This checklist helps small business owners navigate options for emergency relief:
- Eligibility issues for PPP and EIDL programs
- The types of relief qualifying business owners can receive from various programs.
- How loan forgiveness works
- Key points of the Employee Retention Credit and payroll tax deferral
Download Our Don’t Panic Ebook!
The novel coronavirus (COVID-19’s) effects on the financial markets has caused many people to question their investment strategy. Use this eBook to stay focused on your investment goals during challenging times.