Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest, even if that results in accumulated debt. The key is to find a balance between the financial obligations you have now and making sure your financial future is secure, too.

How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on your own. Why are more clients seeking help, how can a financial advisor make a difference, and is the advice worth the cost? This blog explores the answers to these questions.

The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save jobs during the COVID-19 pandemic. New legislation seeks to offer opportunities for qualifying businesses to receive a first or second forgivable PPP loan.

On December 27, 2020, the Consolidated Appropriations Act, 2021, was signed into law. It offers qualified business owners an opportunity to apply for a new PPP loan through March 15, 2021. This includes business who participated in the prior program and had a loan forgiven. Borrowers may now choose the end of their forgiveness covered period between 8 and 24 weeks after loan origination.