Between industry news and personal experience.

Learn about all of the transition options available to independent business owners, along with the impact of each, with this handy chart.

The Small Business Administration (SBA) announced a streamlined forgiveness process for PPP loans of $150,000 or less. SBA will open a Direct Forgiveness Portal for qualifying borrowers on August 4, 2021.

With the economy gaining momentum as more states and localities lift COVID restrictions, many industries and their customers are seeing rapid increases in the prices for goods and services. In times of volatile prices, it is important for any business owner to sit down with their insurance broker and review their coverage.

President Biden signed the American Rescue Plan Act into law on March 11, 2021. The act provides additional relief for individuals and families, such as a third round of stimulus checks and extended unemployment benefits, as well as several clarifications and updated provisions that are important for your business’s strategic planning – all of which we outline here.

As the pandemic has heightened everyone’s stress, we have found that many of our clients and other business owners have numerous fears and concerns around their retirement, and may not only be emotional, but potentially misinformed as well. Here are 4 tips for business owners and families to help reassure themselves and reaffirm their goals.

Depending on which industry you work in, 2020 could have been a phenomenal year or a complete disaster. Regardless, it is now time to refocus on how you can streamline your personal and business budget for a strong 2021. Here are four ideas to help your family, your business, and your community thrive in the new year.