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Jeremy Kisner

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Financial Relief for Individuals & Small Business Owners

The federal government has responded to the Covid-19 pandemic with a wide variety of relief programs and stimulus spending to help individuals and small businesses.  However, many Americans are confused regarding which programs they are eligible for, and if they will receive benefits automatically or if they need to apply for them.  This week, I have two checklists to help make sense of the programs available.

Click Here for more information on financial relief for individuals.

Click Here for more information on financial relief for small business owners.

Call or email me if I can answer questions.

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Recent Posts

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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Our Recent Posts

How I Invest My Money

I have to admit that I got the idea for this blog post from a soon-to-be-released book by the same title. Just as the cobbler’s kids often have no shoes, many financial advisors do not practice what they preach. It is a bit shocking that not all financial professionals save, invest, and insure like the ...View Article

Dog Ownership: Health Benefits & Financial Costs

One consequence of the Covid pandemic is more people are buying or adopting new pets.  This brings up several questions, including: Are pet owners happier than non-pet owners? Do these pet owners live longer and/or healthier lives? And how much does it cost to own a pet? Several studies have shown compelling rewards to sharing ...View Article

Financial Stress: Impacts on Health & Relationships

Almost all Surevest clients are doing just fine financially and have not been adversely affected by the Covid-19 pandemic. That may not be the case for their adult children and grandchildren. Therefore, I wanted to shine some light on the potentially devasting effects of financial stress. The American Psychological Association publishes an annual “Stress in ...View Article

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