Archive for the ‘Financial Planning’ Category

  • Summary of The CARES Act for Small Business Owners

    If you believe you are eligible for the Paycheck Protection Program (PPP) we recommend contacting your preferred lender immediately.

    The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. This Act will have an impact on approximately 90% of all Americans in some form or fashion. There is already a plethora of information being released on the Act, much of which is more confusing than helpful! Therefore, our Wealth Management Team at SFMG is attempting to cut through the noise and summarize the key points of the bill and the impact it will have on our client base. Please contact your Advisor or Financial Planner at 972-960-6460 to discuss how the CARES Act might impact you.

  • Summary of the CARES Act for Individuals

    The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. This Act will have an impact on approximately 90% of all Americans in some form or fashion. There is already a plethora of information being released on the Act, much of which is more confusing than helpful! Therefore, our Wealth Management Team at SFMG is attempting to cut through the noise and summarize the key points of the bill and the impact it will have on our client base. Please contact your Advisor or Financial Planner at 972-960-6460 to discuss how the CARES Act might impact you.

  • Opportunity Zone Investing – A Unique Investment Strategy
  • Medicare Open Enrollment 2018

    As you may already be aware, the enrollment period for making changes to your Medicare Plan has recently opened and will end December 7th.  This will be the only time that you are able to review and adjust your coverage for a January 1, 2019 effective date.

  • 2018 Tax Planning Considerations

    All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax planning ideas to include the following:

  • Planning for Estate Tax Portability
  • End of Year Planning Considerations