Webinar | A Strategic Approach to Insurance

Make no mistake: insurance coverage is an investment, one that most people can’t afford to overlook. But studies have found that...
Written by
Telemus

Preparing for A Divorce with Andy Bass on WXYZ Detroit

 
Written by
Andrew Bass

Webinar | A Look at Our 2020 Investment Strategy

With unemployment rates at 50-year lows, rising wages and low interest rates, consumer confidence at the end of 2019 is at its...
Written by
Telemus

Webinar | The Next Generation: Preparing for a Wealth Transfer

You’ve spent a lot of time and energy building your wealth—not just for you, but for your children as well. Passing on your...
Written by
Telemus

Webinar | Year End Tax Planning Using Charitable Donations

With 2020 fast approaching, now is the time to get strategic with your 2019 tax filing. And decisions that you make today could...
Written by
Telemus

Webinar | Cash Balance Plans: Are They Right For You?

The Tax Law & Jobs Act of 2017 made sweeping changes to the federal tax code, including significantly reducing the number of...
Written by
Telemus

Webinar | Getting More from the Sale of Your Business

A 2018 report showed that 40% of business owners are preparing to leave their business in the next five years. Yet of the...
Written by
Telemus

Webinar | The Power of a Donor-Advised Fund

Strategic philanthropy is a powerful way to support great causes and reduce your annual tax exposure. For wealthy individuals and...
Written by
Telemus

Webinar | Market Analysis: Second Quarter 2019

On August 15th we reviewed what transpired in the U.S. and global economies and discussed how the Fed’s decision to support the...
Written by
Telemus

Webinar | Building Your Financial Plan

Where do you want to be in five, ten, or thirty years? Regardless of where you’d like to go, financial planning can help bridge...
Written by
Telemus

Tools & Resources

7-considerations-smtn
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.

Download
column2.png
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

Get Started
5-cash-balance-thumbnail
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