Financially Yours
Advisory Services

SECURE Act

While the SECURE Act has been overshadowed by the CARES Act, the SECURE Act was effective January 1, 2020 and will affect everyone with a retirement account.
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Paycheck Protection Program (PPP)

Details of the PPP.
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New Requirement for California businesses

If you have over 5 employees, you need to register with CalSavers, even if you are exempt. Registration is open.
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April Announcements

Tips/Reminders
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UPDATE: Plan Sponsors and the CARES Act

LATEST UPDATE 4/13/2020 in red. Various type of relief for plan sponsors who have 401K plans with American Funds.
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Small Businesses and the CARES Act

Relief options for businesses under CARES Act
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Smarsh Email Encryption

It has been brought to our attention that some clients may not realize a seemingly auto-generated email from Smarsh Email Encryption is an email from our office. Cybersecurity is becoming an increasing threat and we take your identity seriously.
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2019 Fed Tax Deadline Extended: 7/15/2020

The IRS has officially extended the deadline for the 2019 federal personal tax returns.  As the world grapples with the effects of Covid-19, the US government has been considering ways to help American families.  Originally, the filing deadline remained the same, while all tax payments would be extended to 7/15/2020.  Now, they have officially moved the tax filing deadline to 7/15/2020 as well.  Please keep in mind that each state deadline may be different.  As of curren
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What a professional financial advisor does

What does a financial advisor do? We GUIDE.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck