News & Insights

For businesses that received PPP loans when they were first available, the time to apply for forgiveness has either come or is fast approaching. For those businesses that have yet to apply, the clock is ticking to do so. Am I eligible to apply? What has changed? How can I qualify to get the loan forgiven? These are many of the questions we have been asked over the past few weeks, and we have put together some answers to help guide you in making decisions on the PPP loan. Even if you aren’t a business owner, perhaps you know someone who could benefit from this information and can share it with them.

Identity theft can happen to anyone. Read on to learn a few steps to protect you and your loved ones.

People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.

As millions of Americans continue to work from home, it's important that you utilize cybersecurity measures even when you are not at the office. These 9 tips can help keep your work secure.

You have bills to pay and a retirement to save for. Even if the thought of saving for your child’s education has crossed your mind, how can you make it happen amidst the never-ending financial pressures in life? It’s tempting to put saving for college on the back burner, but as anyone with kids knows, the days are long but the years are short. Regardless of whether your child is a toddler or a teenager, you’ll be planning college visits and filling out applications before you know it.

If you’re like most of us, you’ve suddenly found yourself spending much of your time at home. With the absence of commuting, socializing, or other outside-the-home activities, you may be wondering how you can make the best use of your time and develop daily routines that work well for you, while at the same time trying not to feel that you’ve found yourself trapped in that Bill Murray classic, Groundhog Day. Maybe try to pick just one or two of the below suggestions over the next week or two to help shake things up a bit.