CARES Act – What you need to know

Here is a limited summary of the massive $2.1 trillion bipartisan COVID-19 related relief legislation that was passed by Congress: Direct Payments:  Adults will receive a one-time direct deposit of up to $1,200, and married couples will receive $2,400, plus an...

Read More

Market Update: March 18, 2020

We’ve been trying not to inundate you with financial market updates, but that doesn’t mean we are not on top of everything going on. As the effects of our nation’s unprecedented attempt to “flatten the curve” of the infections...

Read More

A Hidden Medicare Surcharge?!

Don't be caught off guard by Medicare's hidden tax. Avoid the shock of higher Medicare premiums by planning ahead. Medicare Surcharge from Del Monte Group on Vimeo. Are you looking for life-long financial planning support beyond...

Read More