The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you. Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and peace of mind about which strategies will work best for your particular situation. Behind … Read More
Aligning Personal Interests with Financial Objectives: A Five-Step Guide to Effective Wealth Planning
Does this sound like you, “We don’t have any money at the end of the month. We’re not saving enough or investing anything for retirement, and we will send our daughter to college next year.” Your money follows your personal interests. What you spend your money on shows what is important to you. So, if you change what is important, … Read More
Spring Clean Your Finances; 5 Ways to Get Financially Organized
Now that we have made it through another tax season, it is finally time to look forward to Spring. Although, depending upon where you live, the spring season could be fleeting as they often are in the state of MI. Regardless of the weather, Spring from a financial calendar standpoint means it time to get organized. Not having all your … Read More
How The CARES Act Could Impact You
With the passing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, I wanted to highlight a few of the critical points that could impact you and your family. Tax Rebates Taxpayers with no tax liability would receive $600, and the amount increases dollar for dollar for those with a tax liability up to $1,200 for individuals. For married … Read More
Peace of Mind When it Matters Most
Last week stock markets were in rally mode as the $2 Trillion stimulus bill was passed, and President Trump indicated that some businesses could be up and running by Easter. Trading in the stock markets last week took the stance as if the War against the coronavirus will soon be over. How do we know? Below are a few of … Read More
How A Hybrid Retirement Plan Work For You
One of the most overlooked but critical aspects of savings or achieving any financial-related goal is determining why you want to save. That may sound simple, but let me give you an example. Client: I want to retire at 55. Me: Why? Client: I hate my job. Me: What will you do in retirement, especially one that could last a … Read More
