Navigating the Restart of Student Loan Payments: A Financial Planning Guide
As the pandemic-related pause on student loan payments comes to an end, it's crucial for borrowers to prepare for the resumption of these...
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Full Circle
- Sep 14
- 1 min
Congratulations, Amanda!
Our very own Amanda Hadley has been nominated for the Lansing Regional Chamber of Commerce 10 Over the Next Ten Award! This award...
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Full Circle
- Sep 8
- 3 min
SEPtember is Here!
Why a SEP IRA is a Great Idea for Small Business Owners As a small business owner, you wear many hats – from CEO to bookkeeper, and...
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Full Circle
- Sep 5
- 3 min
The Importance of Financial Planning: Why September is an Ideal Time to Get Started
As the lazy days of summer gradually come to an end, September marks a transitional period when we shift our focus from leisure and...
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Full Circle
- Jul 31
- 2 min
Protecting Your Home Investment: The Importance of Life Insurance
Purchasing a home is a milestone achievement and often the largest financial obligation individuals undertake in their lives. As you...
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Full Circle
- Jul 31
- 3 min
The 3-Bucket Approach to Saving: Tailoring Investments for Different Time Frames and Goals
Saving and investing money is a crucial aspect of financial planning, but a one-size-fits-all approach may not be suitable for everyone....
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Full Circle
- Jul 14
- 1 min
What investment account is right for you? A recap...
Here's a quick breakdown on different types of investment account types and why they might be a good fit for you and your family:...
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Full Circle
- Jul 7
- 1 min
Summer 2023 Updates
In May, we officially welcomed David Davis to the Full Circle team! In June, we hosted 2 community events - the Touch a Truck Family Fun...
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Full Circle
- May 22
- 2 min
Beyond the Business: Prioritizing Retirement as a Small Business Owner
May is National Small Business Month, a time to celebrate and recognize the vital role that small businesses play in our economy. Small...
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Full Circle
- May 2
- 2 min
Raising Financially Responsible Young Adults
As a parent, seeing your child become independent is a positive sign of growth but it may also come with a little bit of fear as well,...
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Full Circle
- May 2
- 2 min
Why is Financial Literacy Important?
Financial literacy is the ability to understand and manage one's personal finances effectively. It's about knowing how to save money,...
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Full Circle
- May 2
- 1 min
High-Yield Saving Accounts: What to Know When Looking at Putting Your Money in Money Market Accounts
Over the past year, high-yield money market rates have increased significantly, making them an attractive option for those looking to...
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Full Circle
- Mar 15
- 3 min
Qualified Charitable Distributions (and how they can help reduce your taxes!)
Individual Retirement Account (IRA) Qualified Charitable Distributions (QCDs) are powerful tools that can be used to support nonprofit...
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Full Circle
- Jan 24
- 2 min
Social Security Payment Increases - 2023
The next round of Social Security checks are scheduled to go out in February. Social Security recipients will continue to see bigger...
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Full Circle
- Jan 12
- 1 min
Secure Act 2.0 Legislative Changes to be Aware of...
At the end of December, legislation was enacted passing The Secure Act 2.0. This was in addition to the previously implemented 2020...
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Full Circle
- Nov 14, 2022
- 3 min
Roth IRA Conversions
What are your choices? What are the benefits? If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA...
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Full Circle
- Nov 14, 2022
- 3 min
Your Year-End Financial Checklist
Aspects of your financial life to review as the year closes. The end of the year can help remind us of last-minute things we need to...
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Full Circle
- Dec 7, 2021
- 2 min
2022 Contribution Limits
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue...
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