Tags financial planning Why We Don’t Recommend Individual Stocks srb December 4, 2020 Frequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand
Tags interest rates When should you refinance your mortgage? srb November 23, 2020 When should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save
Tags benefits Evaluating the State of Michigan Health Plan Options srb November 5, 2020 The State of Michigan is in round two of open enrollment for 2020, and there are some changes in the
Tags co-pays 7 Reasons to Consider a Health Savings Account srb November 3, 2020 Do you have a Health Savings Account (HSA)? Many employers now offer high-deductible insurance plans that qualify participants to save
Tags CDs Four Tips for Saving When Interest Rates are Low srb October 28, 2020 Do you have money in savings that could be working better for you somewhere else? Interest rates are low right
Tags health insurance Medicare and Your Financial Plan srb October 19, 2020 A few days ago we hosted a webinar on Medicare and Your Financial Plan, featuring Justine Bell from Cedar River
Tags financial planning Improving Your Relationship With Money srb October 19, 2020 How would you describe your relationship with money? Money can’t buy you love. It’s as clichĂ© as a clichĂ© can be,
Tags brokerage Types of Financial Planning Companies srb October 12, 2020 This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial
Tags employer match Getting Started in Your Employer’s Retirement Plan srb October 7, 2020 Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array
Tags benefits Coping with the MSU Retirement Plan Match Reduction srb September 30, 2020 In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the