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Coronavirus (COVID-19) Information/Updates

COVID-19 stimulus payments time table *NEW* 2020.04.16 Payment Timeline

Over the past few weeks, our Country has sailed into uncharted waters.  Every aspect of our normality has been unraveled into questions with the current state of the world.  The Impact on our families and communities have interrupted our everyday lives. The uncertainty of how much to expect and when it will end has created both fear and panic. 

We as professionals feel compelled to offer as much advice and service we can to our community at this time. We remain Open/ Working for you.  We however HAVE and will CONTINUE to follow the strictest safety Measures by the CDC to help protect ALL of our community members. We are NOT meeting in person until the threat to all of our community is over. We value each and every one of you. 

We have made sure to secure non-contact means to complete all requirements in the services we provide to our clients. We are here and able to assist you via Phone, Text, Email, Fax, our Website and coming soon, Video Conferencing. 

We have created this page as a one-stop resource for the most relevant news, impacts and changes related to the services we provide to you until the threat posed by Covid-19 has passed. 


Taxes: The IRS has created a special web page to update professionals and taxpayers alike with the newest information on how the US Treasury Department is handling issues with the Covid-19 https://www.irs.gov/coronavirus

Investments and Wealth Management:Finra Coronavirus (COVID-19) Update https://www.finra.org/rules-guidance/key-topics/covid-19

Medicare: Medicare and Coronavirus (COVID-19) https://www.medicare.gov/medicare-coronavirus

Social Security: Social Security and Coronavirus (COVID-19) https://www.ssa.gov/coronavirus/

Estate Planning: Coronavirus (COVID-19) Responses and Resources https://www.in.gov/judiciary/5575.htm

Our General Counsel's Office is continuing to provide our clients cooperative consult with us during this tumultuous time. We understand that Legal documentation and Estate Planning may still be needed and are making sure those services are available.

Long Term Care: Coronavirus (COVID-19) Resources for Older Adults and Caregivers https://www.ncoa.org/covid-19-resources-for-older-adults/

Life Insurance: Life Insurance Industry Response to Coronavirus (COVID-19) 

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