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If, as a result of the current national emergency, you are experiencing a financial hardship that is negatively impacting your ability to make on-time mortgage payments, the CARES act allows you to request a forbearance from your mortgage company.  A forbearance is simply...

Has your employment or income been impacted by COVID-19? If so, there are new unemployment benefits that you may be able to take advantage of even if you’re self-employed, have been furloughed, or experienced a reduction in hours. There are now 3 types...

If you or your family have been impacted by the Coronavirus, you may be able to take advantage of tax favored access to your retirement accounts.  To be eligible, you must have been impacted by the virus and, in an employer-based retirement account,...

Maintaining healthcare coverage is as important as ever as we face the threats of COVID-19.  AHIP, the national association whose members include most healthcare insurance providers, has provided Congress with a multi-pronged recommendation to provide assistance to help consumers maintain coverage. It is...

Millions of student loan borrowers are feeling a positive impact from the recent CARES Act legislation. Starting at the end of March, all federal loan programs were automatically placed in an administrative forbearance. This period will extend through September 30, 2020.   During forbearance,...

With schools closed, sporting events cancelled, and restaurants limited to takeout-only, social distancing means being mainly confined to the house or apartment. Even if you’re working from home, you’re bound to have more free time on your hands. So, we’ve compiled a list...

We continue to monitor developments regarding coronavirus, not only as they relate to investor portfolios, but also for the impact it may have on the health and wellbeing of our clients, employees and local community. I want to share with you the necessary...

Friday March 6th, 2020 It was another week full of headlines- the Federal Reserve lowered interest rates, there were new developments in the Democratic primaries and, of course, the daily and seemingly minute by minute updates of coronavirus (COVID-19).  One bit of good...

Previous Law SECURE Act Deadline to adopt new plan: December 31st Deadline to adopt new plan: tax filing deadline No tax credit for including automatic enrollment Tax credit up to $500 per year for three years for plans including automatic enrollment   Auto-enrollment...

This quarter, we’re spotlighting CIO Emeritus Don Scholz who will be celebrating 25 years with Marshall Financial Group this year. Outside the Office Don’s biggest hobby is wine-making, which he started with his father-in-law. Together, they would visit The Italian market in Philadelphia...