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!
10 Things to Do Right Now While Markets Are Tanking
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.
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?
How the SECURE Act Will Affect Your Retirement
Here’s a closer look at some of the most important elements of the SECURE Act.









