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From the firm: The perfect time for planning

Given the impact of COVID-19 on the economy and our lives, being as prepared as possible for the future is more important than ever. This issue of Advantage magazine offers several practical tips to help you get organized and achieve your business and personal goals.

When it comes to your business, end-of-year and tax planning is always important, but this year it is critical. This is especially true if you participated in any government-funded stimulus programs such as the Paycheck Protection Program or Economic Injury Disaster Loan. Check out our year-end business planning article to help you hone in on some key issues to address. 

With back-to-school season here, it’s the perfect time to make a plan to cover future college expenses. Check out our article on the 411 of 529 plans to get you started. It’s also a great time to simplify meal preparation, so check out our money-saving, make-ahead-of-time recipes in this issue—perfect for busy families that are also working within a budget. 

Another area where proactive planning is useful is the yard. We’ve included tips for fall preparation to help make your spring yardwork much easier. Finally, because this time of year is traditionally reserved for fall-themed fun, enjoy our tips on hosting a fun and sugary-delicious candy apple buffet.

Our firm is here for you to help plan ahead and be proactive. Please contact us to make an appointment. 

Sincerely,

Your Trusted Advisors

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