Actions to Take in a Market Downturn
Are you wondering what you should be doing during this market correction? Check out our blog post for steps to take during this current downturn.
Entries by Emily Balmages, CFP®
5 Early Retirement Health insurance Options Before Medicare
If you are retiring early and do not qualify for Medicare just yet, use this checklist to see what other options you have for medical insurance coverage.
Estate Planning: A Checklist of Essentials
As school starts again and we are getting back to our routines, this may also be a good time to review the following list of estate planning essentials. This is a good checklist to scroll through at least once a year and upon any significant life changes.
Recovery Rebate Stimulus Payment
The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.”
PPP Reboot – More Small Business Relief
Last week, the SBA reopened the Paycheck Protection Program (PPP) and will begin accepting applications for “Second Draw” forgivable PPP loans. Here is a summary of the eligibility rules for Second Draw loans.
Year-End Planning Checklist
2020 has been a strange year for all of us, and although some financial planning deadlines have been modified due to the CARES Act, most 12/31 deadlines remain in place. Below are items we are considering as we wrap up the year with our clients.
PPP Flex Act
There was some good news for our small business owners as the Paycheck Protection Program Flexibility Act of 2020 was signed into law today (aka PPP Flex Act). The PPP Flex Act amends certain provisions of the CARES Act relating to PPP loans. You can view the full text here: Text – H.R.7010 – 116th […]
Update: Relief Is On The Way: A CARES Act Overview
This is a follow up to our first piece https://warrenstreetwealth.com/relief-is-on-the-way-a-cares-act-overview/ so if you have not yet read this first blog, please do so as this is a follow up to it. With frequent updates from Washington and elsewhere regarding the policy response to COVID-19, we will continue to provide you with summary updates. Please reach […]
Relief Is On The Way: A CARES Act Overview
Last Friday, in response to the COVID-19 pandemic, President Trump signed into law The CARES Act, a $2 trillion economic stimulus bill. This bill, which appears to be the largest ever of its kind, will be studied and analyzed for months to come. Every Warren Street client will be impacted in some way. Accordingly, we […]