A Health Savings Account (HSA) can provide doctors an efficient way to save. The key benefit of an HSA is that it enables physicians to put away a portion of their paycheck without being taxed...
Even in Northern Michigan: Common Financial Scams that Target Retirees and How to Spot Them
Unfortunately, with the rise of technology, reports of retirees being targeted for financial scams to rob them of their wealth or identities have increased. Living in Northern Michigan isn’t a safeguard against this type of...
How to Keep Your Passwords Safe Online + 4 Free Tools to Help
How many times have you gotten a reminder to update your password before it expires? Or to make sure your password contains a capital letter, number, and symbol? It might seem to feel like...
How Will Michigan Auto Insurance Reform Affect You?
Everything you need to know about Michigan Auto Insurance Reform and nothing you don’t. In May 2019, Michigan’s governor signed a historic new No-Fault auto insurance reform bill. The measure was designed to provide lower...
4 Areas of Your Estate Plan to Review in Light of COVID-19
Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. There are still unknowns related to the pandemic and how it will play out,...
How to Support a Northern Michigan Small Business During the Pandemic
As of May 13, 2020, the number of confirmed COVID-19 cases in the US rose to 1,322,054 with 79,634 deaths reported, and these numbers are likely to continue rising. States, townships and cities are being...
Coronavirus and Medical School Debt: What You Need to Know
Student loans reached $1.48 trillion in America by the end of 2019, with approximately 45 million borrowers across the United States. Amidst the COVID-19 pandemic, many Americans have experienced financial instability. This means that for 45...
Your Portfolio in Times of Uncertainty
"What the imagination can’t conjure, reality delivers with a shrug.” —Trumbo (movie voice-over) No matter how much we've blathered on about preparing for perilous times like these, planning for it versus actually enduring it is...
Top Tools to Get and Stay Financially Organized
Stay on top of your finances with these useful tools. If you've ever found that getting or staying financially organized is a task, you're certainly not alone! In fact, one of the biggest reasons clients...
A CARES Act Overview
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...