The coronavirus pandemic has created unprecedented disruption of the national economy and our daily lives, and we feel deeply for individuals and businesses that are struggling. The health and safety of our clients and community remain our focus, as we move further into the fourth quarter of a crazy year.  The CARES Act and other rules and regulations were passed by the federal government earlier in 2020. Some of the benefits from the law have expired, but others are still relevant.... Read More

"What are your plans?" Planning is central to adult life – our routes to and from work, our kids' after-school activities, our errands, even our meals. Consider how far ahead you plan – the end of the day, the week or the month? The longest-term plan you can put in place is your estate plan, which can intentionally create a legacy for you and your family.  Have you gone as far as to plan for what will happen when you’re no longer here? If your... Read More

"He needed help, and I knew I could help him." That is the simplest way Jay Healy, the founder and President of Century Wealth Management, can describe how his business got started 20 years ago when his father-in-law, Dick Gadomski, sold his Memphis-based engineering company, PSI. Gadomski was still running the business but knew his personal finances needed more attention. Healy was passionate about his own investments, was looking to move on from his career as a record producer... Read More

The following is an excerpt from Citywire USA . The past few weeks have yielded dozens of disclosures by RIAs large and small who applied for and received government-backed coronavirus relief loans. The Small Business Administration (SBA) can forgive up to 100% of the loan proceeds used for payroll, rent, mortgages and utilities if the borrower does not lay off any full-time employees over the course of eight weeks after the loan is funded and at least 75% of the forgiven amount is... Read More