We believe it is important for you to stay informed.

A Fee-Only Fiduciary

$100 dollar bills laying amongst a social security card on a desk or table

Social Security Update: Faster Benefit Increases for WEP & GPO Beneficiaries

Social Security has begun to send out retroactive payments and benefit increases to those whose benefits have been affected by ...

Grand Rapids Michigan river grand river city

Grand Rapids Luxury Living: A Thriving Market for High-Net-Worth Individuals

Grand Rapids has solidified its position as a thriving destination for high-net-worth individuals seeking a sophisticated lifestyle and lucrative investment ...

female hands holds red heart, blue background. Love and donation concept, copy space, top view

3 Powerful Benefits of Donor-Advised Funds for Charitable Giving

Donor-advised funds (DAFs) have become increasingly popular charitable giving vehicles, offering a blend of immediate tax benefits and long-term philanthropic ...

4 Psychological Traps That Sabotage Your Investments

Investing isn’t just about crunching numbers; it’s a mental game. Our brains, while powerful, are wired with biases that can ...

Social Security Fairness Act: A Game-Changer for Public Servants

On January 5, 2025, President Biden signed the Social Security Fairness Act into law. The Act addressed two rules that ...

Wooden house and a graph with growing indicators. Rising propert

Decoding Mortgage Rates: More Than Just the Fed

The Federal Reserve, the central bank of the United States, plays a crucial role in influencing interest rates across the ...

People navigating their way through a wooden maze with no exit in sight

Navigating the Financial Maze: Why a Fiduciary Advisor is Your Essential Guide

In today’s complex financial landscape, making sound decisions about your money can feel like navigating a maze. With a plethora ...

Man in Black Jacket looking at shipping containers at port

Tariffs for Canada, Mexico, and China: What Consumers and Businesses Need to Know

In a move echoing his “America First” trade policy, President Trump recently imposed tariffs on goods from Canada, Mexico, and ...

computer on white desk with hands foleded on top

Maximize Your Retirement Income: The Benefits of Delaying Social Security

Many rely on Social Security benefits as a crucial part of retirement planning. While claiming benefits early might seem tempting, ...

person standing with arms folded wearing a medical coat, holding a stethoscope

5 Key Areas for Your Annual Financial Checkup

Just as a yearly physical is essential for maintaining your physical health, an annual financial checkup is crucial for your ...

ceramic pink piggy bank and hand throwing a coin inside, finance savings concept, copy space

New 401(k) Super Catch-Up: A Golden Opportunity for Older Workers

Are you a worker aged 60 to 63, looking to supercharge your retirement savings? A recent change in tax law ...

Stick figure walking up building blocks like stairs

How to Maximize Your Business Value: 5 Key Areas of Focus

As a business owner, you’re constantly strategizing to boost your profitability. Whether improving your products, boosting your marketing, or lowering ...