Financial Directions LLC, an independent advisory firm, is dedicated to the individual investor and small business owner. We provide personalized client service that is unusual at larger brokerage or banking organizations. We offer a full range of brokerage and retirement accounts. As your advisor we are a personal resource and a crucial part of your support team moving you toward financial success. Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to help you meet your needs.
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CARES Act
The $2 trillion coronavirus economic recovery bill, dubbed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a daunting 880 pages long, but it contains lots of good news for individuals and businesses, including meaningful tax relief.
RMD Waiver
The bill provides a temporary waiver of required minimum distribution rules for certai
