Life and Financial Planning in the Time of COVID-19.

Autor: Belletsky, Marc R., Anstett, Christina, Teitelbaum, Mark A.
Předmět:
Zdroj: Journal of Financial Service Professionals; Jul2020, Vol. 74 Issue 4, p41-53, 13p
Abstrakt: With passage of the Coronavirus Aid, Relief, and Economic Security Act of 2020 (CARES Act), and the subsequent Paycheck Protection Program and Health Care Enhancement Act, the U.S. government has committed to transferring nearly $2.7 trillion dollars to individuals and businesses to weather COVID-19-related issues. Proper advice and guidance during these turbulent times can assist clients with their overall financial plans. This article will offer an overview of the CARES Act provisions, first covering the individual provisions and followed by a review of business provisions. It will then offer planning advice that might be appropriate for clients, again first from a personal planning perspective and followed by an assessment from a business owner's perspective. [ABSTRACT FROM AUTHOR]
Databáze: Complementary Index