The Good Life | August 2020

As July has come to a close most of our staff returned to the office earlier in the month while some continue to work from home due to the current circumstances. Client meetings are currently being held 100% online or via phone - whichever is preferred - to keep everyone in good health.

Operations Update We hope all of you are staying safe and well during these unusual times. As many of you know multiple counties in the Central Ohio region are under a COVID-19  Risk Level 3 , requiring mandatory masks and other recommended precautionary measures. Recently, Governor Dewine also declared a statewide mask mandate.   Due to the guidelines currently in place we will be temporarily suspending in-person meetings. If you have an in-person meeting planned at our offices, we will contact you with instructions on how to participate virtually by phone or over the internet (whichever works best for you). Read more here.

NEWS YOU SHOULD KNOW Changes to Health Care Spending and Charitable Giving Available Under CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), is a bill passed by the U.S. federal government on March 27, 2020. The purpose of the act is to address certain issues pertaining to the Coronavirus and the U.S. economy. The CARES Act has a number of provisions ranging from extending certain tax payment deadlines to revising payment rates for durable medical equipment under the medicare program. The Act also includes provisions related to charitable giving, although some of those provisions specifically exclude contributions to donor-advised funds.  Changes to HRAs, HSAs and FSAs: IRS.com and PeopleKeep.com Changes to charitable giving: VanguardCharitable.org

The Laugh We All Need We've all gotten those cute and creative drawings from our children and grandchildren. Let's be honest - sometimes we have no idea what we are looking at when they hand that hand drawn picture to us. What may appear to be some sort of wild animal may indeed be a carefully drawn image of grandma, grandpa, mom or dad. This dad decided to "bring these images to life" and it turned out better than we could have imagined. Check it out here.

CommUNITY Worship Celebration - CANCELLED Unfortunately the SHINE FM "CommUNITY Worship Celebration" featuring CITIZEN WAY scheduled for Saturday, August 29th at Partners Park in Marysville, Ohio has been CANCELLED.

Client Corner This month's photo features downtown Marysville. We are happy to call Union County our home. Every month we want to feature a photo from one of YOU in the Client Corner. Send your photo to: Info@McCarthyandCox.com

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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.