Client Communication

November 22, 2021

New Logo / Website Launch

April 21, 2021

Organizational Announcement: Melanie Wolfert

March 8, 2021

Financial Independence Charitable Fund

January 13, 2021

Paycheck Protection Program Re-opens

November 19, 2020

CFP Announcement: Kevin Pierro

November 9, 2020

Post-Election Update and Veterans Day Recognition

July 21, 2020

Organizational Update: Jude Capalbo

June 25, 2020

Coronavirus #17 Update and Outlook

June 5, 2020

Coronavirus: Paycheck Protection Program Flexibility Act

May 18, 2020

Coronavirus: Paycheck Protection Program, Loan Forgiveness – continued

May 11, 2020

Coronavirus: Student Loan Relief

May 8, 2020

Coronavirus: Paycheck Protection Program, Loan Forgiveness

April 24, 2020

Coronavirus: Small Business Assistance part 2

April 21, 2020

Coronavirus: Update and Outlook

April 20, 2020

Coronavirus: Save Small Business Fund

April 2, 2020

Coronavirus: Small Business Assistance

April 1, 2020

Coronavirus: Required Minimum Distributions Waived

March 27, 2020

Coronavirus: Update and Outlook

March 18, 2020

Coronavirus: Update – We are Here for You

March 13, 2020

Coronavirus: Precautions – Office Operations

March 12, 2020

Coronavirus: Update on Market Impact

February 28, 2020

Coronavirus: Update on Market Impact

January 30, 2020

Coronavirus: Perspective on Current Events

January 3, 2020

Secure Act: Information You Should Know