July 2020 ClientLine Newsletter

Getting Back To Business – having a disaster recovery and business continuity plan at the ready is important.

2019 Tax Filing Deadline Extended – several deadlines were extended from April 15 to July 15.

Emergency Funds – the COVID-19 pandemic provided a heightened awareness for the need to have an emergency fund.

Client Profile – how does a temporary suspension affect income and benefits?

Time To Regroup – as you recover from shell shock, its important to review your financial situation.

Must-Have Documents – a will, powers of attorney and an advance directive are essential elements in an overall strategy to protect the ones you love, providing a measure of certainty when you can’t.

Question and Answer

Short Bits