The financial roadmap to help your family: the personal document locator

In this episode, we discuss the importance of having a way for your loved ones to take care of your financial affairs in the case of disability or death. Preparing a document that describes where things are located and important information will make it much easier for your loved ones to access what they need to handle your affairs.

Continue Reading The financial roadmap to help your family: the personal document locator

Do you still have a PPP loan and have not yet applied for forgiveness? Here is a PPP loan update.

In this episode we remind businesses of the purpose of the PPP loans, what you could spend the money on, loan forgiveness requirements and changes, and general PPP loan fraud investigation information.

Continue Reading Do you still have a PPP loan and have not yet applied for forgiveness? Here is a PPP loan update.