Managing Uncertainty

Taxes

2019 IRS Tax Filing Extensions

Loans

Paycheck Protection Program from the SBA
Small Business Administration Disaster Assistance
Mortgage Help for Homeowners Impacted by the Coronavirus
Student Loan Deferment
Car Loan Deferment from GM Financial

Cash Flow

10 Easy Ways to Cut Your Expenses
Calculate How Much Your Economic Stimulus Check Will be
America’s Banks Are Here to Help: The Industry Responds to the Coronavirus
File an Employment Insurance Claim
COVID-19 and Finances: Ultimate Money Tip and Resource Guide

At Home

How To Work from Home the Right Way
Learning Resources for Kids Stuck at Home in the Bay Area

Helping Others

Ways You Can Help During the Coronavirus Outbreak
Coronavirus: How You Can Help the Bay Area’s Most Vulnerable

Griffin Black Resources

Depositing Funds & Securities

Complete instructions for how to add money to your Shareholders Service Group accounts.

Wiring Instructions

Complete instructions for wiring funds to Shareholders Service Group via the federal funds wire routing system.

Accessing your Tax Documents

On NetXInvestor
On the Investment Portal

Web Links

Medicare Website
Medicare Application Website
IRS
Bankrate
Social Security
Advance Health Care Directive

Other Resources

News & Updates

A Vanishing Value Premium?

Cybersecurity

Security best practices, tips and instructions
Identity theft protection services from the Federal Trade Commission
Information and guidance from the IRS on identity theft

Downloads

After-Tax IRA Lifetime Savings Spreadsheet