If you've ever found that getting or staying financially organized is a task, you're certainly not alone!

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!

In case you haven’t noticed, worrisome days have arrived, thanks to the concern over how coronavirus might impact our global economy. As we draft this update, headlines are reporting the most significant weekly stock market losses since 2008.

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?

At the tail end of last year, a bipartisan measure known as the SECURE Act (or Setting Every Community Up for Retirement), was signed into law by President Donald Trump to help address the nation’s retirement savings crisis. Here’s a closer look at some of the most important elements of the SECURE Act, those most likely to directly impact your retirement savings efforts.

“Trust is number one when it comes to privacy,” said Eric Braund, founder and chief financial officer of Black Walnut Wealth Management in Traverse City. “Clients want to make sure you’re going to take care of them and not talk about their finances somewhere else.”

While it doesn't replace good money management, minimalism can be a step toward improving your finances.

The holidays are quickly approaching! Consider these alternatives that allow you to help those in need while avoiding excessive taxes.

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data

There are five estate planning documents you may need, regardless of your age, health, or wealth: