From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future. What are the five most common retirement mistakes during covid?
Q3 2020 Quarterly Update
Third-quarter 2020 financial market updates, what stock has done the best?
The CARES Act Has Waived RMD Distributions for 2020. Here’s What You Should Know
The CARES Act allows retirees to forego taking their RMDs for the rest of 2020. This could be a money-saving move, find out why in this quick guide.
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
Here are some tips for making the best financial decisions about your inheritance.
Eight “Best/Worst” Wealth Strategies During the Coronavirus
Eight tips for wealth management/investment strategies during coronavirus
5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money
Did you know that movies can teach you about money management? Here are 5 classic movies that can teach you a thing or two about money.
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 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.
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!
You, Your Investments, and the Coronavirus
The term “novel coronavirus” is so new, some people have wondered whether it is related to Corona beer - it is not; it’s named after its crown-shaped particles. Regardless of the name, news of the virus has quickly grabbed global headlines. As the viral news has spread, so too has financial uncertainty. What’s going to happen next? Will it infect our economy? So far, the U.S. financial markets have remained relatively immune. But should you try to dodge markets that have been exposed?