Summer Spending Habits: How to Keep Things in Check

Summer Spending Habits: How to Keep Things in Check

June 24, 2019   Summer Spending Habits: How to Keep Things in Check Summer is officially here, and with the sunshine and warmer weather people are more apt to plan activities, host parties, and get their kids involved in camps.  And that means spending can get out of control fast. Here are a few popular reasons why your [...] Read More
Roth Conversions: What You Need to Know

Roth Conversions: What You Need to Know

May 21, 2019   Roth Conversions: What You Need to Know If you’ve ever discussed investment options with a professional, chances are a Roth IRA has come up. What is a Roth IRA? Simply put, a Roth IRA is a retirement savings account that allows your money to grow tax-free.  That means you’ve already paid taxes on the [...] Read More
3 Smart Money Tips for Financial Literacy

3 Smart Money Tips for Financial Literacy

April 24, 2019 Photo by rawpixel.com from Pexels Did you know that April is National Financial Literacy Month?  This month-long campaign, recognized by Congress in 2004, is designed to highlight the importance of financial literacy and teach people of all ages how to manage their money wisely. According to a survey conducted by the Financial Industry Regulatory Authority (FINRA) in July [...] Read More
Time for Taxes

Time for Taxes

March 4, 2019 The Christmas tree is down, the decorations are back in the attic, and we’ve rung in the new year.  Now that those annual traditions are behind us, it’s time to turn our attention to the next big season: tax season.  Did we deduct enough?  Is everything accounted for?  It’s no secret that tax time can [...] Read More
Six Steps to Tackle Holiday Debt

Six Steps to Tackle Holiday Debt

December 18, 2018 Did your recent holiday shopping carry some kind of stress? Did you agonize over finding the perfect gift for Mom who already buys herself everything? Are you waiting until the eleventh hour and hoping for the best? Are you nervous about a shipping deadline? Or maybe you were just more generous to your loved ones [...] Read More
5 Last Minute Back to School Shopping Tips

5 Last Minute Back to School Shopping Tips

September 6, 2018 The first day of school has come and gone in the Brighton, Michigan area but not every family has finished their back to school shopping. Once upon a time, kids went to school with a backpack, a lunch box, a pencil and that was it. Now, school supply lists seem a mile long, stacks of [...] Read More
Aretha Franklin Didn’t Have a Will, But You Should

Aretha Franklin Didn’t Have a Will, But You Should

August 29, 2018 As fans and celebrities flock to the metro Detroit area this week to honor Aretha Franklin, one of the most iconic voices in music history and a nationally loved artist, we urge you to learn more than ‘respect’ from her legacy. The Queen of Soul, left behind four sons, but no will for her estimated [...] Read More
Top 6 Fun Summer Activities in Brighton Michigan

Top 6 Fun Summer Activities in Brighton Michigan

July 2, 2018 Summer is the perfect time to get outside and have some fun with your family and friends. The Brighton Michigan area has plenty to do! Do you need some ideas for what to enjoy this July and August? Here’s our team’s can’t-miss checklist: Celebrate Independence Day. The Fourth of July is quickly approaching and everything [...] Read More

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We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes, social security, and we regularly host established financial figures from around the country.

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