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August 12, 2020 in COVID-19, Money & Finance, Our Physical & Mental Well-being
COVID-19 & Your Health COVID-19 test kit, the first FDA EUA approved saliva test (Vault) (Note from Sheri - my son is required to show documentation of a negative diagnostic COVID-19 test that was taken within 14 days prior to coming to campus. His college will accept this at-home test.) Is Your Teen College-Bound? Make Sure You Have These Documents in Place Talking to our kids about the importance of having certain...

August 5, 2020 in COVID-19, Money & Finance, Our Physical & Mental Well-being
COVID-19 NAPFA members, including SAGEbroadview, are longtime champions for financial services delivered in the public’s interest. As part of NAPFA’s COVID-19 consumer outreach, please check out the Resources and Relief Options Infographic. Could a century-old technology zap coronavirus in schools and offices? (The Boston Globe) New study may help ‘predict’ who will get severe COVID-19 cases. Recent research shows that people typically fall into one of six different clusters of coronavirus symptoms. (Yahoo...

July 29, 2020 in Articles, COVID-19, Money & Finance, Our Physical & Mental Well-being
COVID-19 How to understand COVID-19 numbers. Viewed in isolation or presented without context, coronavirus numbers don’t always give an accurate picture of how the pandemic is being handled. Here, ProPublica journalists Caroline Chen and Ash Ngu offer insight on how to navigate the figures. (ProPublica) Wearing masks could help you avoid major illness even if you get coronavirus, experts say. (Los Angeles Times) Cloth face masks still provide a major protective benefit: They...

July 21, 2020 in Articles, COVID-19, Money & Finance, Our Physical & Mental Well-being
COVID-19 IRS announces rollover relief for required minimum distributions from retirement accounts that were waived under the CARES Act. Clients, if you have already taken your RMD this year and now want to “put it back” by August 31,2020, please let us know ASAP so we can help you. (IRS) The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now...

July 15, 2020 in Articles, COVID-19, Money & Finance, Our Physical & Mental Well-being
Healthcare: What Happens Next (Collaborative Fund, Lily Bernicker) A User’s Guide to Face Masks By now you’ve figured out that wearing a mask is not as simple as all those TV doctors made it look. Here’s our guide to the wear and care of your new mask. (The New York Times, Tara Parker-Pope) A group of 239 scientists say there’s growing evidence covid-19 is airborne. What does this mean for you? (MIT...

June 29, 2020 in COVID-19, Money & Finance, Our Physical & Mental Well-being
  WORKING DURING QUARANTINE Here at SAGEbroadview we continue to mostly work from our homes -- zooming, calling and emailing with our clients and each other on all kinds of financial planning and investment tasks as well as putting the finishing touches on tax season. Larry opted to work in quarantine in our brand-new office in Farmington, CT; once you see how nice it turned out you will understand why! You can...

April 2, 2020 in COVID-19, Money & Finance
A CARES Act Overview With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply to you. Questions? Please be in touch! In General Direct payments/recovery rebates: Most...

April 1, 2020 in COVID-19, Money & Finance
From our friends at Buckingham Wealth Partners -  AskBuckingham.com: "If the rate at which the news, the markets and life as we know it are changing these days has left you with more questions than answers, you’re not alone.  This video podcast series is designed to provide simple answers to your most pressing questions. No stage, no sound bites—just short, straight answers from the experienced thought leaders that guide Buckingham’s research, education, investment and financial planning efforts. From...

March 24, 2020 in COVID-19, Our Community
People really need our help now The Roman orator Cicero said and, later, the Jesuits adopted as their own unofficial motto: “Non nobis solum nati sumus,” which translates to “We are not born for ourselves alone.” If you are in a position to help during this uncertain time, here is a list of charities vetted by Fidelity Charitable: Direct Relief- Coronavirus Pandemic CDC Foundation Gates Philanthropy Partners Good360 National Association of Free & Charitable Clinics Partners in Health United Nations...

March 23, 2020 in COVID-19, Our Physical & Mental Well-being
written by Gail Lalk, LPC, LCADC, Therapist at Young Adult Therapy Gail is a dear friend of mine. She originally posted this on LinkedIn but gave me permission to share this with you. In the United States, we are in the early weeks of managing the impact that the coronavirus pandemic will have on our lives. As I write this, the virus has cropped up in all 50 states and there are...