What do you like most about the work you do? I really enjoy the problem-solving aspect of the job. Getting things figured out and helping to ease a client’s mind is a great feeling. I also love talking to people, hearing about their families and adventures, and celebrating the big moments that planning helped them …
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If you’re a veteran or a surviving spouse of a veteran, don’t miss out on valuable benefits such as health care, retirement income, and burial benefits. Recently, a few of our clients checked their eligibility for veteran benefits and were pleased to find out they were approved. If you served in the military, it’s worth …
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We are pleased to share that Jill Carr, has been designated as a Certified Exit Planning Advisor (CEPA®). This certification demonstrates our ongoing commitment to provide exceptional service and expertise to business owner clients. We can help business owners to: Build value in their businesses to gain the maximum amount in an exit event. Transition …
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Though it may not be common, be aware that criminals can steal a child’s social security number and use it for things like opening a line of credit, which can then lead to things like applying for government benefits in the child’s name, buying high-cost items, etc. The Federal Trade Commission, the government agency responsible …
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Retirement Planning for Gen X (Age 44 to 59 in 2024) Generation X, currently in their peak earning years, often faces the dual challenge of caring for both their children and aging parents. This generation frequently invests two key resources—time and money—into caregiving responsibilities. While retirement may still seem distant to some, it is important …
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What do you like most about being a wealth advisor? I love having the ability to make a positive impact on clients’ lives and helping them achieve their financial goals. One of the most fulfilling aspects of my job is building lasting client relationships and playing an integral role in helping them achieve major financial …
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You may have heard that the number of scams, especially those targeting seniors, is on the rise and can be very costly. A list of scams to be aware of was provided by Cameron Huddleston (cameronhuddleston.com). You may recall Cameron from the webinar she recorded with us on family financial conversations. She notes that millions …
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On Thursday, April 11th, Sherri gave a presentation to several students and faculty members at the University of Michigan-Flint School of Management. Her goal was to help attendees learn more about wealth management, as well as encourage students, especially women, to consider pursing a career in the profession. She touched on several topics including: 1) …
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As we enter the summer season, a time when many couples are planning weddings and commitment ceremonies, we present Couples’ Crucial Talks—a thoughtfully designed checklist to foster meaningful conversations. While tailored for those preparing for marriage or long-term commitment, these discussion points are equally valuable for couples at any stage of their relationship. We encourage …
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In March, we held International Women’s Day with a focus on helping women become more educated and comfortable talking about several aspects of wealth planning. As a result, we were pleased to see that we hit on several of the topics covered in this financial literacy assessment. Take a few minutes to go through the …
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