Financial Literacy Curriculum Inspires Real-Life Applications

Cristo Rey Columbus High School is eight-months-in implementing a new financial literacy curriculum, thanks to a partnership with Columbus wealth management firm, CI Budros Ruhlin Roe. Students are already seeing great benefits in applying lessons to real-life situations at home. “The engagement among the students has been incredible,” noted Cristo Rey HS Economics Teacher Amy …

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Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Families had no way of knowing during the benefit enrollment period last year what 2020 would bring.  Those who chose to automatically save pre-tax money from their paychecks in a Dependent Care Flexible Spending Account (DCFSA) did so assuming that their childcare expenses would mimic previous years’ routines. This year has been anything but routine. …

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Now is the perfect time to accelerate generous giving

As if a worldwide pandemic and subsequent recession isn’t difficult enough, the additional peak of a major cultural crisis now has us all searching for ways to best make a difference in this nation.   Affluent investors who want to accelerate their generous giving in response to current events have new incentives to do so, thanks …

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Federal Student Loan Payment Relief During The Pandemic

Federal Student Loan Payment Relief During The Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was created to provide financial relief for people impacted by COVID-19.  If you have federal student loans, you are eligible for payment relief and 0% interest through the end of September. Temporary Suspension of Payments With many suffering job transitions or loss during the pandemic, the …

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More PPP Legislation Changes, Called The Paycheck Protection Flexibility Act

More PPP Legislation Changes, Called The Paycheck Protection Flexibility Act

Yet another round of PPP legislation changes arrived in early June.  There were a few different pieces of pending legislation circulating to address shortfalls in the existing program. The U.S. Senate recently passed the House bill that would make significant changes to the PPP loan program, called the Paycheck Protection Flexibility Act (“Act”). It is …

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Translation of PPP Loan Forgiveness and May 14 Repayment for Business

Businesses desperately needed help keeping their workforce employed during the Coronavirus. In order to quickly get money into the hands of employers to pay employees during the economic shutdown, Congress established the Paycheck Protection Program (PPP) through the CARES Act on March 27. The key component of the PPP was forgivable loans made available through …

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