June is a fantastic time for a financial tune-up. You can take time to review your priorities, saving strategies, and tax withholdings before we head into fall. Doing so can help put your mind at ease and prepare financially for the fall season.
Happy Father’s Day! ELM3 wants to take a moment to thank all the dads and grandfathers who have provided so much love and support to their families. Our hearts go out to every family who’s celebrating this holiday virtually or in-person, and no matter how you spend the day, we hope you enjoy some money [...]
Managing an Early or Unexpected Retirement By: Stacey Nickens Before the COVID-19 Pandemic, many Americans retired earlier than expected. Some individuals retired ahead of schedule because they saved successfully and were financially able to do so. Others became weary of the daily commute and grind. However, according to a study by Allianz Life, more than [...]
April 3, 2020 5:00 pm ET By: Stacey Nickens Paycheck Protection Program (PPP) Information The The Paycheck Protection Program (“PPP”) authorizes up to $349 billion in forgivable loans to small businesses to pay their employees during the COVID-19 crisis. All loan terms will be the same for everyone. The loan amounts will be forgiven as [...]
April 3, 2020 4:00 pm ET By: Stacey Nickens Over 80 percent of American adults will receive a payment The U.S. government is about to send checks — or direct deposits — to most Americans to help people survive financially as much of the economy shuts down in an effort to slow the spread of [...]
April 3, 2020 2:00 pm ET By: Stacey Nickens COVID-19 Stimulus Checks Eligibility Breakdown If you haven’t filed a 2018 Tax Return and do not receive social security You should file as soon as possible. The IRS will be using your information from either your 2018 or 2019 Tax return to determine if you [...]
April 3, 2020 11:00 am ET By: Stacey Nickens Retirement Provisions in the CARES Act Retirement investors get some relief in the government’s stimulus bill to help alleviate financial strains from the coronavirus. The first quarter of 2020 has been a wild ride for individuals who own an individual retirement account (IRA) and/or workplace [...]
March 20, 2020 5:00 pm ET By: Stacey Nickens How to Avoid Scammers During the Coronavirus (Covid-19) Crisis Identity thieves are playing on the fears of individuals around the world as coverage regarding the coronavirus outbreak, or COVID-19, increases. Fraudsters are exploiting the opportunity to steal the Personally Identifiable Information (PII), financial information, and [...]
By: Akane Otani Feb 10 ,2020 Source: Wall Street Journal ESG investing is an investment strategy that seeks to consider both financial return and social, ethical/ environmental awareness. ESG stands for environmental, social, and governance. ETFs and mutual funds that market themselves as sustainable investments aren’t necessarily focused on companies that fight climate change, develop [...]
Many people have been asking, "What do I do when the IRS calls me?" The answer: The IRS, and other government organizations like the DMV or Social Security Office, will never call you unless you called them first. However, tax season is prime time for scam phone calls and emails. Email phishing scams were up [...]
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