COVID-19 Financial Solutions Guide for Individuals

COVID-19 Financial Solutions Guide for Individuals

04/17/2020 Tags: Announcements, In the News, COVID-19


COVID-19 changed the world in a very short time. There are new and complicated tax and financial situations that can be hard to understand.

To help you sort through some of the new rules and information, we created a free guide, which you can download here.


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In this guide, you’ll find information about:

  • Economic impact payments (often called stimulus payments)
  • Advice for senior citizens
  • Taking money from your retirement funds
  • The new tax deadline
  • Healthcare options
  • Charitable donations
  • Student loan deferment

We know the current situation is filled with uncertainty. Remember: You don’t have to do this alone. We’re always here to help.


This communication is intended to provide general information on legislative COVID-19 relief measures as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.



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