The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which, as you know, has had...
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
Receiving an inheritance brings with it a wide range of emotions - grief for the loved one you lost and eagerness or excitement for the bequest you’re about to receive. As you tackle the responsibility...
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole,...
A Guide to Trusts for Estate Planning
Many Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements in place. According to a 2019 survey, 51% of people believe having an estate plan is necessary,...
Eight “Best/Worst” Wealth Strategies During the Coronavirus
The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne For better or worse, many of us have had more time than usual to engage...
So, You Want to Retire by Age 60? Take These 6 Steps to Make it Happen
Wondering if you’re on track to retire? Let’s see if you’ve taken the necessary steps. A study from TD Ameritrade found that about 50% of Americans would like to bid farewell to mandatory employment by...
Top Financial Fears That Affect Women
Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to a GOBankingRates study, women are more likely than men to name “living paycheck...
Wellness in Retirement: Enjoy the Abundance of Northern Michigan
You can do all the retirement planning you need to secure total financial freedom in retirement. But without the physical health to enjoy it, you’re missing out on the quality of life you envisioned. Wealth alone does...
5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money
Movie #1: The Godfather The Godfather trilogy is considered one of the most famous and influential movies of all time, especially in the gangster genre. If you’re looking for action and drama, then this is...
Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
As social consciousness is becoming a more vital part of many Americans lives, investors are wanting to do more with their money than just simply invest. While making money to meet future goals is the...