Connolly Financial Advisors, Inc

09/04/2024

In case you’re in need of a little inspiration, we wanted to share this powerful, timeless reminder from Winston Churchill.

Feel free to share this post as a helpful reminder to others in your network, and as always, reach out if we can be of assistance. We are here to help your business thrive.

01/06/2021

Some information to start planning your financial physical for 2021

The last thing anyone wants to do right now is reflect on this year. It was dreadful. Let’s move on. Before you do, though, it’s a good idea to take stock of how your finances may have changed during the last 12 months and make any needed adjustments. Here are five areas of your finances...

01/05/2021

Now that the holiday season has past there is still time to plan for 2021 to get your money in order.

Before you ring in the New Year and hope for better times ahead, do these things to set yourself up for financial success.

01/04/2021

Ideas to help you get going on your estate plan inexpensively
Great ideas to help you get started with putting together and estate plan, even if you don't have a large estate

Most Americans don't have an estate plan. But there are things you can do to protect your assets without breaking the bank.

10/29/2020

SCAM regarding PPP loans!!!!!!!!!

As you know, the Paycheck Protection Program Loans (PPP) are forgiven when certain documentation is provided.

Many state societies of CPAs have reported that certain businesses are being visited by fraudsters purporting to be from the US Small Business Administration (SBA).

The fraudsters are providing “official” (fake) credentials with hopes that the business has obtained a PPP loan, and these criminals are claiming that site visits are necessary by the SBA.
The fraudsters are apparently asking for financial documents (bank statements, cancelled checks, payroll records etc.) that would contain information that could later be used for identity theft and other criminal purposes.

Please be aware that the SBA is not doing any site visits related to PPP at this time.

As always, please contact us at CFA team, if you have any questions or concerns. 800-758-1112

For more information check out the SBA website https://lnkd.in/d-m4_XQ

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10/13/2020

Every organization that wants to survive future shocks like the one we have been experiencing through COVID-19 and other things that arise in the future, need to develop options to make changes quickly.
This article gives a framework of how to plan for change in the future.

2020 has been a year so full of shocks that calling it unprecedented, unanticipated, or a year like no other is now a cliché. Globally it’s been an extraordinary time and the volatility is unlikely to stop any time soon. Indeed, the continued effects of managing the pandemic are in some regions j...

10/12/2020

An interesting article on the history of Christopher Columbus. If you have the day off today. Enjoy!

Columbus's famed voyage was celebrated by Italian-Americans, in particular, as a pathway to their own acceptance in America.

09/04/2020

There is a reason to stay healthy and "be life confident"

Too many advisors don’t work hard enough to help clients understand the connection between physical and financial health.

09/03/2020

Here are good reasons to make sure you name a beneficiary for your IRA.

If you've inherited an IRA, you have a task to take care of: designating a beneficiary. It doesn't take long and can resolve problems.

09/02/2020

There has been alot of talk this week about how much you should have in an emergency fund. This article gives a perspective on what you should consider for an emergency fund amount.

://financialducksinarow.com/14177/is-it-time-to-rethink-the-emergency-fund/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+GettingYourFinancialDucksInARow+%28Getting+Your+Financial+Ducks+In+A+Row%29