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Helpful Resources

Coronavirus, Life, and the Markets

As you know, COVID-19 and the political climate continues to have a significant impact on ALL of us! Whether you are a small business owner or an employee, your finances are being affected. 

As always, we are here to support you as you seek help to manage your financial situation. As news continues to change on both the local, state and national levels, we are sifting through the information to find the most helpful resources and adding them to our website for your use.  

Please don’t hesitate to call your FCG advisor for assistance and guidance by clicking the button below. 

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Tax Filing Guide

  • This Tax Guide is for informational purposes and highlights the changes you should be aware of in filing your 2020 tax returns.

2020 Retirement Changes

  • A two-page resource highlighting 2020 retirement change deadlines as well as CARES Act relief, Coronavirus-Related Distributions (CRDs) and plan loan relief.

The Small Business Owner's Guide to the CARES Act

  • The U.S. Senate Committee on Small Business & Entrepreneurship published this 11-page resource of commonly asked Q&A's concerning the major programs and initiatives available from the SBA.

US Chamber of Commerce Guide and Checklist

  • Provides a broad summary plus eligibility requirements to help guide small business owners with a loan choice.

J.W. Cole's Act Summary

  • Our Broker-Dealer has broken down the full CARES Act into bite-sized pieces to help make it easier to understand.

Payroll Calculator

  • This Excel worksheet will help give you an estimate of what small businesses could qualify for with the Paycheck Protection Program.

NOTE:  for illustration purposes only; only a lender can provide the final calculation of what a business will qualify for.

Keeping Calm During Market Volatility

  • Provides perspective on market performance over the long term and how that might impact short-term decisions.