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business owners

The CARES Act for Business Owners Q&A

April 22, 2020

Small businesses can now apply for SBA loans, designed to retain their workforce, under the Paycheck Protection Program (PPP). Companies can apply for amounts up to the lesser of $10 million, or 2.5x their average payroll costs. Companies can use funds to cover payroll, rent, utilities, mortgage interest, group insurance premiums, and certain other expenses. Eligible payroll costs do not include employees with an annual salary greater than $100,000. Benefits of the CARES Act for

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A blue-toned image featuring the words "CARES ACT" in bold white letters, centered on top of a faded depiction of the U.S. Capitol dome, framed by white borders, highlighting support for business owners.

The CARES Act for Business Owners (webinar)

April 9, 2020

Listen to gain answers and guidance on the CARES Act, Paycheck Protection Program, and Families First Coronavirus Response Act. Panelists: Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors Contact: swhicker@sym.com (260) 387-6822 Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors Contact: tackmann@sym.com  (260) 387-6822 Randy Brinneman, Senior Vice President at Ossian State Bank Contact: rbrinneman@ossianstatebank.com (260) 622-4141

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Illustration showing eight people in business suits walking in line. One person breaks away, holding a red balloon, and floats above the others, suggesting innovation or thinking outside the box amid discussions of the secure act. All characters carry briefcases against a blue background.

Business Owners and the SECURE Act

December 27, 2019

For the first time since the passage of the Pension Protection Act (PPA) in 2006, Congress forwarded and the president signed a major piece of retirement legislation. Referred to as the Setting Every Community up for Retirement Enhancement Act (SECURE Act), the law includes a number of provisions that will undoubtedly change the retirement landscape. Although it is early and specific details are scant, we thought we would take the opportunity to comment on a

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