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Medicare and Your Financial Plan

Jeff Rutter

A few days ago we hosted a webinar on Medicare and Your Financial Plan, featuring Justine Bell from Cedar River Insurance in Okemos. Justine specializes in helping people understand their Medicare coverage and making smart choices concerning coverage options and Medicare supplement policies. Medicare is complicated and the features and benefits are often misunderstood. Justine’s […]

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Getting Started in Your Employer’s Retirement Plan

David Shotwell

Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array of choices if you’re not used to the language of savings and investing. The good news is that getting started in retirement savings requires making only a few straight-forward decisions and understanding some basic investment […]

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MSU Retirement Plan Match Reduction. Old brick wall with lots of purple wisteria flowers covering it

Coping with the MSU Retirement Plan Match Reduction

David Shotwell

In response to the financial uncertainty caused by the Covid pandemic, Michigan State University has reduced salaries and cut the match to employee retirement plans. Previously, the university contributed 10% to employee retirement plans if the employee contributed 5%. The university administration is calling the cuts temporary, in hopes of restoring the old plan match […]

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Welcom To The Kitchen Table Finance Podcast

Welcome to the Kitchen Table Finance Podcast

srb

Welcome to The Kitchen Table Finance podcast. Join Dave Shotwell and Nick Nauta as they cut through the complexity of financial planning and serve bites of investment advice that are both personal and practical.  Dave: “I’m Dave and I want to help you connect your money to what you value in life, and then help […]

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Michigan No – Fault Insurance Changes Event Recording

Jeff Rutter

Last week, Ben Rathbun, CAWC with the Rathbun Agency in Lansing gave a presentation for our clients on the changes to Michigan’s auto insurance law and how to evaluate the new choices available. We recorded Ben’s presentation and you can watch it here to learn more.   Governor Whitmer signed historic auto no-fault legislation that […]

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