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IRAs:  Don't Fall Behind in Retirement Savings

  A Gallup poll recently revealed that in a survey of 195,000 U.S. employees, 51 percent were actively looking for new jobs. ...
Written by
Adam Pawloski

Michigan 529 Plans

  As you all know last year's Tax Cuts and Jobs Act (TCJA) included an expansion of tax-advantaged college savings program to...
Written by
Andrew Bass

Estate of Cahill v. Commissioner

  An estate planning strategy that was used in the past to reduce an elderly person’s estate was having the older generation buy...
Written by
Andrew Bass

Ending 2018 Thoughtfully-Starting Next Year Smartly

  As we enter the final stretches of 2018, in what is turning out to be a very volatile year, it is more important than ever to...
Written by
Andrew Bass

We have a retirement crisis looming

Finances often don’t pop up around family reunions but, as a financial advisor, I often take notice when someone offers their...
Written by
Alexis Zelisko

Proposed Regulation Will Expand 401(k) Options To More Americans

The Labor Department is proposing a new regulation that would make it easier for small- and medium-sized businesses to provide...
Written by
Chris MacKenzie

Check Your Politics at the Door, Equity Markets Are Bi-Partisan

The day after Barack Obama was reelected in 2012, the Dow Jones Industrial Average dropped 313 points to close just under 13,000....
Written by
Bob Hochkins

What a Difference a Few Weeks Make

Just a few weeks ago it seemed like the market could do no wrong. Now all of a sudden it seems like it can do no right and most,...
Written by
Gary Ran

A Financial Advisor's Guide to Divorce

When the Tax Cuts and Jobs Act became law, there were ripple effects throughout the job market, stock market and even the real...
Written by

Year End Tax Withholding

We are now in the last quarter of an evolutionary year where we are all dealing with the impact of tax law changes brought about...
Written by
Andrew Bass

Tools & Resources

Annual Report

Free Special Report

The 2017 Michigan Business Owners’ Exit Strategy Survey

Succession Planning Insights & Trends among Michigan Business Owners


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