The Paycheck Protection Program (PPP) was designed to assist employers in maintaining payroll even when they were shut down or limited by the COVID-19
What to Consider When Planning for Decumulation
By Boyce F. Lowery, CLU, ChFC You’ve spent decades working hard and saving diligently. Now you’ve decided to slow down and enjoy the fruits of your
Is it Wise to Defer Taxes?
By Boyce F. Lowery, CLU, ChFC Conventional wisdom says that it’s the smart thing to do to defer taxes. “Take advantage of tax-deferred retirement
Don’t Let Math Ruin Your Retirement
By Boyce F. Lowery, CLU, ChFC If you’ve been thinking about retirement beginning for you anytime soon, the COVID-19 crisis probably has you
How the CARES Act Affects Your Business
By Boyce F. Lowery, CLU, ChFC We know there is a glut of often-confusing information out there right now regarding everything to do with the
The BizEquity Small Business Survival Guide for the Coronavirus
By Boyce F. Lowery, CLU, ChFC It’s no secret that many businesses are struggling as social distancing guidelines expand and more people are getting
Don’t Outlive Your Money: Budget Retirement Tips
By Boyce F. Lowery, CLU, ChFC Have you ever worried that your money might not last as long as you do in retirement? If so, you’re not alone. That
Looking for a Place to Protect Your Money?
By Boyce F. Lowery, CLU, ChFC We recently experienced the worst week for the stock market since 2008. (1) Both the Dow Jones Industrial Average and
How Medicare is Changing in 2020
By Boyce F. Lowery, CLU, ChFC While increases in premiums are common for Medicare, this year saw changes that go much deeper. These are due to the