April 2020
The Client Connection

Now more than ever... It's the little things that count.

We hope you are staying healthy and happy!
Find out how the CARES Act impacts you!
Do you need a simplified resources guide on the CARES Act? Let us help you!
Written By Debra Taylor
April 14th, 2020

On Friday, March 27th, the President signed into law the  CARES Act , a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses.
The following resources are intended to provide general information to you about the main programs for individuals and small businesses... Read More.
Did you know you can skip your Required Minimum Distribution for 2020?
Written By Debra Taylor
April 6th, 2020

As you may know, The CARES Act (Coronavirus Aid, Relief and Economic Security Act) was signed into law on Friday March 27, 2020. The Act provides $2.2T of economic relief to individuals and businesses all across the United States. Although there are many provisions within the 883-page Act, one provision that stands out amongst the others is the option to skip Required Minimum Distributions (RMD’s) for 2020... Read More
Our Special Client Message
We understand how daunting this time is for you and we are trying to provide you with helpful information during this time. Let us know if there is anything we can do to help you or your family.
What Issues Should You Consider If You Lose Your Job?
Click here to access a checklist that will help you if you have lost your job due to the
COVID-19 Pandemic.
What Issues Should You Consider During a Recession or Market Correction?
Click here to access a checklist that will help you to better understand your options in this market.
What Emergency Options Should I Consider During the Coronavirus Pandemic?
Click here to access a checklist that will highlight your options the
COVID-19 Pandemic.
In case you missed it...
  • On Thursday, April 9th, Debbie and Rob Taylor held a Coffee Chat 2.0 to discuss the CARES Act in depth, the markets, the economy and your portfolios. For the full slide presentation click here and for the full video replay, click here.

Debbie presented a virtual keynote speech to over 1,500 Thrivent Financial Advisors last week. For more information, please visit our website .

Are you aware of the tax return extension?
The filing deadline for tax returns has been extended from April 15, 2020 to July 15, 2020. Click here for more information.
Savvy Social Security Planning
Monthly Insight: Americans Lose Trillions in Social Security...Find out how to gain your money back

The age at which most people claim Social Security (green line) is opposite to the age at which they SHOULD claim Social Security (purple line). In a report from United Income, “The Retirement Solution Hiding in Plain Sight:How Much Retirees ... Read More
Spring Key Planning and Investment Deadlines

This is a handy reference sheet that will help you keep track of all planning and investment deadlines for April, May and June... Read More

After a long couple of weeks, Oliver and Max are tired!