Powell Financial Services

You don't have to be a healthcare professional or essential worker to do your part during the COVID-19 pandemic. Here are some ways to contribute to your community while following the latest social distancing guidelines:

Alongside the fiscal stimulus approved by Congress last month, Washington Policy Analyst Ed Mills expects additional relief packages to develop over the coming weeks, providing support for individuals, the economy and financial markets.

Be sure to review this list of important tax deadlines, documents, and strategies to be aware of: https://go.rjf.com/2m4oEo6 .

Whether your goals are big or small, here are some considerations to get your started in your planning process: https://go.rjf.com/2mBef3v .

Most of us associate 529 accounts as college-saving vehicles, but did you know that a 529 can be a powerful estate planning tool, too? Learn more here: https://go.rjf.com/2HjDrCQ .

Legacy planning goes beyond writing a will or signing a check. Here’s how you can forge your own path and leave a legacy you can be proud of.