Broker Check


December 30, 2020

With the news that a new COVID-19 relief bill has passed, it remains our goal to bring guidance to yield clarity out of the complexity. Jeffrey Levine, CPA/PFS, CFP®, Director of Advanced Planning, Buckingham Strategic Partners, spent the last week combing through the 5,000+ page document to do just that and we are excited to share his thoughts with you. We know this bill could present important financial planning and tax considerations for you, and your advisory team is ready to discuss how these may be relevant to your personal situation.

We know that 2020 has been quite a year, and it doesn’t seem to want to go out quietly. We have all been touched with stories of friends and family with health-related impacts and we have seen the headlines of the economic hardships resulting from the persistence of the pandemic in many sectors, despite the market’s record highs. We are encouraged that a new stimulus package designed to offset some of these challenges and help American families and businesses has passed.

As you would expect, we will continue our efforts to digest the bill’s final content and bring perspective to share with all of you. For now, we are excited to bring you an early summary of key details written by Jeffrey in hopes it provides some initial insights.  You can access Jeffrey’s article here:  What You Need to Know About Stimulus 2.0.  Note: although the article was written prior to President Trump signing the bill into law on December 27th, the details remain unchanged.

In addition, don’t miss a more in-depth conversation between Jeffrey and Buckingham Director of Advisor Development, Tim Maurer, here How Will the Newly Signed COVID Stimulus Bill Impact Me. They had a lively discussion on the details of the stimulus, what it means for you, and what we’re looking out for on the horizon.

We know this legislation, and its after-effects, may lead to questions for you and your family. We hope this information provides some helpful guidance. Please share this material with others in your life that may benefit from some straight facts about what’s happening and how it may impact them.

As always, we are here for you.

We wish you and yours a Happy and Healthy New Year!