The CARES Act enacted in March 2020 to boost the economy added more changes, such as the stimulus payments and enhanced unemployment.

At the end of 2020, Congress passed, and President Trump signed, a new law that provides for additional relief related to the coronavirus (COVID-19) pandemic.

This webinar, hosted on April 9, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jennifer Vogler, Esq., Chief Compliance Officer/Tax Department, includes a review of tax and retirement updates as they pertain to the CARES Act.

This webinar, hosted on April 7, 2020, by Ken Burke, CPA/PFS CBEC®, President & CFO, and Jim Englert, CFP®, EA, CEO, includes a review of current market conditions, market behavior, and what to do now.

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the Spring of 2019, but then subsequently stalled in the Senate.

The average annual cost of a private four-year university has skyrocketed. Our financial advisors have the knowledge and experience to advice you and your family on the best options for funding your children’s education.