You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
The world lost an incomparable musical talent when Aretha Franklin, the Queen of Soul, passed away in 2018. The late singer’s estate has since become the center of attention due to the absence of a formal will. After a two-day trial in Michigan, a jury found the...
Retirement marks a significant milestone in life, but it also brings its own set of unique issues for couples. As partners transition from their careers into this new phase, they may encounter various relationship challenges that require thoughtful navigation. From...
Because many Americans hold much of their net worth in a home, home ownership is relevant to many financial planning discussions we have with our clients. As needs change in retirement, people begin to wonder, "Is it time to downsize my home?" It might sound simple...
Last week, we began our current blog series focusing on some of the psychological impacts of retirement. We discussed the emotional transition that comes with retirement, along with the shift from an accumulation mindset to a decumulation mindset. As our clients...
Retirement — a word that can ignite thrilling excitement or utter anxiety. No matter how it’s viewed, retirement is on people’s minds long before it arrives. Some people discover their retirement years to be a deeply fulfilling time of life. Others, however,...
According to U.S. Census Bureau statistics, an average of 4.4 million businesses are started in the United States each year. Unfortunately, 50% die by year five (Fundera). Planning and preparation can make the difference in whether your business survives. This...
As we continue our series on issues to consider related to business ownership, we’ll shift our focus to legal and business formation issues. Many of our clients ask us about what type of business entity they should form and other legal questions. We’re not...
Starting your own business can be a rewarding and life-changing experience. Pursuing a personal passion, developing a meaningful environment, and fulfilling a niche that meets the needs of others can give our work meaning. The rewards can certainly be great....
As you are all aware, last year was a challenging time to be an investor. Bonds had their worst year in recorded history with a -13% return. More speculative assets such as high-growth stocks, crypto assets — and almost any asset that spiked dramatically during the...
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in the SECURE Act from December 2019. Many of the changes...
