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Posts by Marcus F. Johnson, CFPⓇ

Tips for Working From Home

As U.S. governors plan to reopen their states and medical researchers across the globe scramble to create an effective vaccine or treatment for COVID-19, it’s natural to wonder how different our lives might look after the virus is under control. Chances are, parents will continue accessing online educational resources for their children, and geographically distanced…

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A Great Time to Make a Difference

As we digest today’s sobering headlines, conflicting reports and startling predictions related to COVID-19, it’s easy to feel rather powerless. Across the globe, researchers are scrambling to learn about the disease and leaders are struggling to protect their citizens’ health and their nations’ economies. On an individual level, our normal routines have been shattered, and…

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Estate Planning in a Pandemic

While the majority of the 60,000 U.S. deaths caused by the coronavirus have been individuals at higher risk due to age or pre-existing health conditions, we have all seen reports of younger, seemingly healthy men and women who have become very ill and in some cases, even succumbed to COVID-19. Witnessing a new virus turn…

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Defeat the Villains

To say we all have a lot on our minds these days is a massive understatement. Unfortunately, bad actors and scammers know we are preoccupied. And, as they often do in a crisis, they’re ramping up their nefarious activities. There has been an increase in email and text message phishing, social media posts and fake…

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Health Provisions in COVID-19 Stimulus Legislation

Recent COVID-19 stimulus packages allocated billions to health care providers for eligible expenses to combat the disease and included health-related provisions directly impacting individuals, such as: Sick leave and family leave: Under the Families First Coronavirus Response Act (FFCRA), private-sector companies with fewer than 500 employees and certain public employers must pay qualifying employees up…

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What You Should Know About CARES Stimulus Checks

The third COVID-19 stimulus package, the Coronavirus Aid, Relief and Economic Security (CARES) Act, which passed March 27, includes stimulus checks to qualifying individuals ($1,200), married couples filing jointly ($2,400) and parents with children under 17 ($500 for each child). Who qualifies: To receive a check, you must be a U.S. citizen or legal resident,…

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How CARES Act Affects Individuals

President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law March 27. In addition to hundreds of billions of dollars in funding to businesses, healthcare and state and local governments, the CARES Act includes these measures directly impacting individuals: Taxes and payments: Individual tax filers who had an adjusted gross income…

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Quarterly Market Update 2020-Q1

It is said that March comes in like a lion and out like a lamb. This year was reversed and the “COVID-19 lion” still lingers. Who knew on March 1st that our world would be turned upside down in four short weeks? When March began, there had been only one U.S. death from the virus. During that first…

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Positive Steps to Combat COVID-19

March 30, 2020 Negative headlines have pervaded our consciousness since the stock market crash began on March 9 and the World Health Organization declared COVID-19 a pandemic on March 11. And, they continue to abound as confirmed cases multiply across the U.S. But there is still encouraging news to be found. In a CNBC interview…

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