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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, January 25, 2021

Two weeks ago I wrote an article about an underappreciated asset on your balance sheet - your income. Earning an income is one of the key drivers of your ability to create wealth. And you earn an income by creating value for other...

 

Monday, January 25, 2021

With the increased attention on equality, we are (hopefully) seeing gains for women in the workplace. The three generations in the workforce today – Boomers, Gen X, and Millennials – have seen successively more women enter...

 

Thursday, January 14, 2021

Take a moment to consider your current financial position. What do you think your biggest asset is? Most people answer in the same way – their home, their 401(k), a business. They think in terms of the statements they get in the...

 

Tuesday, January 5, 2021

This is the season of goals and resolutions. Yet setting the wrong goals can become more of a burden than they are worth. Let’s be clear, I am pro-goals. Well-defined objectives are essential not only to financial planning, but...

 

Monday, November 16, 2020

With less than 40 days until Christmas and the new year, the last thing you may want to think about is taxes! However, planning ahead, before year end, may help you to lower your tax bill come April. Here are a few end of year tax...

 

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Wednesday, September 9, 2020

Many adults are finding that their aging parents are in need of health care assistance. It's one of those topics that typically is avoided until the time comes. The good news is there are many care options available to choose from. The...

 

Tuesday, December 17, 2019

Included in the 2020 spending bill passed through congress this week is The Secure Act of 2019. This piece of legislation contains some sweeping changes to IRA rules. Here is a summary of the changes: The age for required minimum...

 

Monday, October 7, 2019

Similar to life, markets too can be volatile and unpredictable. The anxiety from frequently checking the Dow and S & P can be exhausting. Also, social media and various news outlets can really mess with our emotions and let me be...

 

Tuesday, July 23, 2019

If you have a traditional IRA account and have reached the age of 70 ½, you should probably consider using a Qualified Charitable Distribution (QCD) from your IRA to make your charitable contributions. A Qualified Charitable...

 

Thursday, July 11, 2019

Recently my oldest teenage daughter started her own Company and Website on Weebly, where she is both a Dog Toy Maker and Dog Treat Baker. She's filled the days of summer vacation by making business cards, fulfilling treat and toy...

 

Tuesday, June 25, 2019

There is something about a Michigan Summer with its green grass, blue skies, and sunshine that always reminds me of the John Fogerty Song, "Centerfield". I think my affinity for baseball helps, regardless it reminds me that managing...

 

Friday, May 17, 2019

For many working families day care is a practical solution for child care. Of course the costs vary depending on the age of your child, the hours needed, the state/city you reside in, and the type of care desired. Depending on the age...

 

Thursday, March 14, 2019

"Preparation is key", maybe you say that to your children as they mention an upcoming exam or soccer match but the same goes for us adults as we examine our finances in regards to potential accident needs/end of life family care. I...

 

Tuesday, February 12, 2019

Do your children or relatives often ask you for financial support? Is this the third or fourth time getting them out of a financial jam? I'm no psychology major, actually Finance, but I know that enabling others can sometimes do more...