Business Owners Archives | Core Financial

Establishing a Model Week

Core Financial PartnersAugust 21, 2020Business Owners, Individuals

Even during pre-pandemic times, Small Business Owners may find it challenging to fit everything into … Read More

CARES vs. HEROES vs. HEALS: Comparing Proposals to Extend Pandemic-Related Stimulus

Core Financial PartnersAugust 13, 2020Business Owners, Economy, Individuals

CARES Act vs HEROES Act vs HEALS Act Business Owner Wealth Manager

Signed into law on March 27, 2020, the CARES Act provided various forms of stimulus … Read More

Update on Stimulus Extension Negotiations

Core Financial PartnersAugust 7, 2020Business Owners, Individuals

This week, some United States residents are seeing an additional stimulus deposit in their bank … Read More

Small Businesses Facing Permanent Closure Amidst Pandemic

Core Financial PartnersJuly 10, 2020Business Owners, Economy

Small Business Permanent Closure due to COVID-19 Pandemic High Net Worth wealth Manager

This post summarizes an article from McKinsey employees Andre Dua, Kweilin Ellingrud, Deepa Mahajan, and … Read More

Final Guidance Issued for Paycheck Protection Program

Core Financial PartnersJune 5, 2020Business Owners

Borrowers are eligible for PPP loan forgiveness for costs incurred and payments made during the … Read More

Interest in the Paycheck Protection Program Diminished

Core Financial PartnersMay 29, 2020Business Owners

PPP Loan Demand Has Significantly Diminished

Just as the federal government releases round 2 of the Paycheck Protection Program (PPP) funding, … Read More

Overview of Recent Pandemic-Related Economic Stimulus

Core Financial PartnersApril 10, 2020Business Owners, Economy, Individuals

STIMULUS FOR INDIVIDUALS Direct Stimulus Payments DETAILS: Individuals who pay taxes will receive a one-time … Read More

SBA 7A Paycheck Protection Program (PPP)

Core Financial PartnersApril 3, 2020Business Owners

High Net Worth and Business Owner Financial Planner Paycheck Protection Program

As the federal government continues its efforts to provide stimulus to our struggling economy, it … Read More

Paycheck Protection Loans vs. Traditional SBA Loans

Core Financial PartnersMarch 29, 2020Business Owners

US Capitol High Net Worth Wealth Management

On March 27, 2020, President Trump signed a two trillion dollar coronavirus stimulus package into … Read More

Case Study: Restaurant Chain

Core Financial PartnersFebruary 19, 2020Business Owners, Case Studies

Annual Revenue: $30 million Net Income: $3.0 million Number of Employees: 300 Owners: 6 Partners … Read More

Page 1 of 2
1
2
→

Investment Advisory and Financial Planning Services are offered through Core Financial Partners, an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of Core Financial Partners. Core Financial Partners does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the viewer reader. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results.