Value Growth Institute

Chia-Li Chien, PhD, CFP®, PMP®, March 23, 2020 Small businesses in business sectors not deemed critical during the Coronavirus health and economic crisis are suffering heavily from mandated closures. Many states, including California, identified a list of critical sectors to remain operational during the Coronavirus (COVID-19), while the rest of us need to work from home or close the business until further notice. [ 795 more words ]

Save Your Business during the Coronavirus Crisis During the Coronavirus crisis, small businesses and private nonprofits without standby working capital should consider disaster loan assistance from the U.S. Small Business Administration.

PERSONAL DOCUMENTS: Will – Client Will – Spouse Trust Documents (as Grantor or Beneficiary) Personal Financial Statement Monthly or Quarterly Investment Reports or Statements Investment Listing Life Insurance Policies & current statement of values, if available Disability Insurance Policies & current statements, if any Accident & Health Insurance Policies Form 1040 Income Tax Returns (most recent 3 years), including Form K-1… [ 294 more words ]

Comprehensive Personal Financial Planning Checklist PERSONAL DOCUMENTS: Will – Client Will – Spouse Trust Documents (as Grantor or Beneficiary) Personal Financial Statement Monthly or Quarterly Investment Reports or Statements Investment Listing Lif…