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Month: April 2020

Guidance for Handling College Refunds and 529 Plan Contributions

Posted on April 30, 2020October 26, 2020 by Loriann Facenda
Guidance for Handling College Refunds and 529 Plan Contributions
Posted in Financial PlanningTagged 529 plan, College Education, COVID-19

Getting and Keeping a Good Credit Score: It’s Critical!

Posted on April 28, 2020August 11, 2020 by Loriann Facenda
Getting and Keeping a Good Credit Score: It’s Critical!
Posted in Financial PlanningTagged credit report, credit score, FICO, credit history, Debt

Recent Market Slides Create Opportunities for Long-Term Investors

Posted on April 20, 2020August 11, 2020 by Loriann Facenda
Recent Market Slides Create Opportunities for Long-Term Investors
Posted in PerspectivesTagged Economy, Global Economy, COVID-19, #Covid19, market commentary april 2020

Robo Advisors Have Arrived, But Life Often Calls for a Human Touch

Posted on April 13, 2020August 11, 2020 by Loriann Facenda
Robo Advisors Have Arrived, But Life Often Calls for a Human Touch
Posted in Financial PlanningTagged robo advisor, technology, Financial Planning, personal financial planning

A COVID-19 Roundtable Discussion: Advisors Address Client Concerns

Posted on April 9, 2020August 11, 2020 by Loriann Facenda
A COVID-19 Roundtable Discussion: Advisors Address Client Concerns
Posted in PerspectivesTagged Market Commentary, market volatility, #Covid19, financial advisors, Financial Planning

Watch: CARES Act Retirement Plan Provisions and Relief

Posted on April 8, 2020August 11, 2020 by Loriann Facenda
Watch: CARES Act Retirement Plan Provisions and Relief
Posted in Retirement PlanningTagged #Covid19, retirement plan sponors, retirement plan services

The Triple Threat

Posted on April 8, 2020August 11, 2020 by Loriann Facenda
The Triple Threat
Posted in Financial PlanningTagged HSA, COVID-19, #Covid19, health savings account

Watch: Helping Businesses Respond to COVID 19

Posted on April 7, 2020August 11, 2020 by Loriann Facenda
Watch: Helping Businesses Respond to COVID 19
Posted in PerspectivesTagged COVID-19, SBA, loan

Watch: The Impact of COVID-19 on Global Economics and Markets

Posted on April 3, 2020August 11, 2020 by Loriann Facenda
Watch: The Impact of COVID-19 on Global Economics and Markets
Posted in Market CommentaryTagged Market Commentary, Global Markets, COVID-19, #Covid19

A COVID-19 Roundtable Discussion: CPAs & Financial Advisors Working Together to Address Client Concerns

Posted on April 3, 2020October 30, 2020 by Loriann Facenda
A COVID-19 Roundtable Discussion: CPAs & Financial Advisors Working Together to Address Client Concerns
Posted in PerspectivesTagged COVID-19

Watch: Paycheck Protection Program, Loan Forgiveness, and SBA EIDL Changes: What You Need to Know

Posted on April 2, 2020October 30, 2020 by Loriann Facenda
Watch: Paycheck Protection Program, Loan Forgiveness, and SBA EIDL Changes: What You Need to Know
Posted in PerspectivesTagged Business Owners, COVID-19, #Covid19, paycheck protection

Florida Prepaid and Scholarship Programs Lowering Costs of College

Posted on April 2, 2020August 11, 2020 by Loriann Facenda
Florida Prepaid and Scholarship Programs Lowering Costs of College
Posted in Financial PlanningTagged College Education Planning, Florida college, pre-paid college plans

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