Health Savings Accounts (HSA's) can be a very efficient option for doctors to save. If you're wondering how to best utilize, read more to find out their advantages.
Newsletter – Even in Northern Michigan: Common Financial Scams that Target Retirees and How to Spot Them
As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.
How to Keep Your Passwords Safe Online + 4 Free Tools to Help
Every 39 seconds, someone's account is hacked. Keep yourself and your personal information protected with these 4 free password protection tools you can download today.
How Will Michigan Auto Insurance Reform Affect You?
Let’s look at some of the most important takeaways from the new Michigan Auto Insurance Reform law, which takes effect July 1, and how they might impact you and your budget.
4 Areas of Your Estate Plan to Review in Light of COVID-19
People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.
Newsletter – How to Support a Northern Michigan Small Business During the Pandemic
Wondering how your favorite shops and restaurants are going to fare in the pandemic? Here are 7 ways you can support them in the coming weeks.
Coronavirus and Medical School Debt: What You Need to Know
If you have questions about your medical school debt in the midst of COVID-19, here are three questions that you should be asking to figure out what to do next.
Your Portfolio in Times of Uncertainty
No matter how much we've blathered on about preparing for perilous times like these, planning for it versus actually enduring it is about the same as watching a tornado on YouTube versus being swept into one in real-time.
Top Tools to Get and Stay Financially Organized
Getting and staying financially organized.
A CARES Act Overview
With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply to you. Questions? Please be in touch!