Questions To Ask, Not Answer

  A common misconception is that the role of a financial advisor is one of answering your financial questions. While that is an...
Written by
Tom Kessel

Telemus Special Market Commentary: Holiday Stimulus

  Late Monday evening, the House and Senate passed a bipartisan stimulus bill that will appropriate $900 billion worth of funds...
Written by
Matt Dmytryszyn

Life Insurance After a COVID Diagnosis: What You Need To Know

  As of this morning, just over 17 million Americans have tested positive for COVID-19.¹ There are many unknowns regarding...
Written by
Ari Fischman, CFP®

Understanding Employer Benefits with Kyle Deal

Kyle discusses the more basic employer benefits and how you can get the most out of them.  
Written by
Keal Deal, CFP®

What If...?

  What if you had a heart attack? What if you had a stroke? What if you were involved in a fatal car crash? What if you had a...
Written by
Tom Kessel

Everyday Life and Tomorrow

  What is the curse of everyday life and tomorrow and what does it have to do with me and my wealth plan? Simply stated, everyday...
Written by
Tom Kessel

Once Is Not Enough

  Once is not enough…I know that was the title of a spicy 1970’s movie, but what does that have to do with my wealth and my...
Written by
Tom Kessel

Family and Thanksgiving Dinner

  Does your entire extended family typically gather for Thanksgiving dinner? It is not only a historical tradition, it is sort of...
Written by
Tom Kessel

Communication and Development Plan For Heirs

  Over the years, you and your advisors have methodically crafted and followed a conservative financial plan, you invested your...
Written by
Tom Kessel

Telemus Special Market Commentary: Election Reaction

  For the last couple of months, the general consensus was that election results would likely not be known on the night of...
Written by
Matt Dmytryszyn

Tools & Resources

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White Paper

7 Considerations When Presented an Employee Buyout

Alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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Tools

Long Term Care Calculator

How much will your long term care be?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan

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Free Resource

Here Are Five Things to Know About Cash Balance Plans

A Cash Balance Plan can help get you on the fast-track to a comfortable retirement

Learn More