by Charles Bobo | Jun 26, 2020 | COVID Relief, Legacy Preparation, Retirement Planning
The CARES Act provides IRS relief to millions of Americans Congress jumped into action in March with the CARES Act to provide financial relief for Americans displaced by the nationwide COVID-19 shutdowns that lasted through April, and continue to linger today. A...
by Charles Bobo | Jun 18, 2020 | Legacy Preparation, Retirement Planning
We are living longer lives and how awesome that is. But it also poses challenges to retirement planning. According to Vanguard, if you are 65 today, then you have a 97% chance of either you or your spouse living to age 75, a 72% likelihood of living to 85, and 45%...
by Charles Bobo | May 30, 2020 | Business Consulting, Business Succession, COVID Relief
Tax Accountants Not Staffed for Extensive Auditing Most business owners have a good relationship with their tax accountant, and survey after survey shows that accountants are about the most trusted advisor of business owners. However, due to the complexity of tax...
by Charles Bobo | May 18, 2020 | Business Consulting, Legacy Preparation, Life Insurance, Retirement Planning
Index annuities protect retirement funds and guarantee principal To protect yourself from market volatilities, index annuities provide a powerful option to protect the downside issues of the market while still providing strong upside potential when the market grows....
by Charles Bobo | May 14, 2020 | Business Consulting, COVID Relief
Would you like a property tax refund? Ascend Financial Group works with businesses to recover overpaid property taxes on commercial properties. The larger the property, the more like miscalculations have occurred by the county. More than half — 60% — of property...
