because we're always learning.

"I see a lot of commercials where financial advisors say they're fiduciaries. I’ve also had friends tell me, 'Make sure your advisor is a...

Q: I need to start taking withdrawals from my retirement accounts when I hit a certain age. I believe the age is 73. How does that work,...

“We finished our PhDs, raised kids, and now we’re 50. We’ve saved some, but it feels like we’re seriously behind for retirement. Are we...

I remember this meeting vividly. I was sitting at the kitchen table with a new couple. I prefer to meet people in their homes because it...

Q: Hey Jose… So, we live a pretty typical millennial lifestyle — house, two cars, three kids, decent jobs. While money gets tight here...

Jose, I’m 55 and thinking of retiring next year. I won’t be eligible for Social Security until 62, and I’ve heard I can’t touch my...

Hi Jose, we have young children and are considering starting a 529 savings plan. But we've also talked to other parents who aren’t doing...

Most people expect that an inheritance will bring peace of mind—and in many ways, it can. But there’s a quieter, more complicated emotion...

The presidential election is right around the corner, and the S&P 500 and Dow Jones Industrial Average recently hit all-time highs....

If you’re a millennial, chances are you’re feeling the squeeze. You’re getting to the stage of life where you might be managing the...

Every four years, the United States experiences a presidential election. For some, this time brings excitement and anticipation; for...

Retirement planning involves many critical decisions, and one of the most significant is choosing the right pension payout option....

In the dynamic landscape of non-profit work, the focus often lies on the noble mission of serving the community. However, amidst the...

You have until April 15, 2025 to invest in your Roth IRA. Monday was tax day, which means you have exactly 52 weeks to do this. Given the...

In the realm of financial planning, much emphasis is rightly placed on managing wealth during one's lifetime. However, an...

Required Minimum Distributions (RMDs) are mandated withdrawals from qualified retirement plans and play a crucial part of your financial...

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...

Our very own Amanda Hadley has been nominated for the Lansing Regional Chamber of Commerce 10 Over the Next Ten Award! This award...

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...

As the lazy days of summer gradually come to an end, September marks a transitional period when we shift our focus from leisure and...