Town of Plymouth’s “COVID-19 Daily Update” – June 29, 2020

In this week’s Monday episode (June 22, 2020) of the Town of Plymouth’s “COVID-19 Daily Update,” Heather reported that the IRS approved some relief last week. If you were 70 1/2 in 2019 and were required to take distributions from a retirement plan like a 401(k) or IRA, the question has been what would happen if [...]

Town of Plymouth’s “COVID-19 Daily Update” – April 29, 2020

In this week’s Wednesday episode (April 29, 2020) of the Town of Plymouth’s “COVID-19 Daily Update,” Heather Cozby gave an encouraging update: over the last week, she's seen money flowing through all the program channels, including stimulus payments, federal unemployment payments, PPP funds, and economic injury disaster loans. Individuals and businesses may not be notified when [...]

CARES Act for Business Update

The following represents a summary of the recently-signed-into-law CARES Act - also referred to as the Stimulus Package. Specifically, we are providing a summary of the Paycheck Protection Program. Title 1 of the CARES Act, entitled "Keeping American Workers Paid and Employed Act," provides relief for small businesses and their employees who are adversely affected by [...]

Opening a Brokerage Account

[youtube https://www.youtube.com/watch?v=CXQO-CNfeXs] Part of a solid financial plan is to make sure you build your savings. Many choose to put their money in their local bank or credit union. But to save for the future and to stay ahead of inflation, many turn to investments as an answer. If you have never invested before, here are [...]