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Ben Rathbun Photo

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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Retirement Mindset Photo For Blog

Investment Accounts and Taxes

David Shotwell

Taxes are a fact of life, and investment accounts that are not an IRA or a Roth IRA can have an impact on your taxes. For non-retirement investment accounts, you will receive a 1099 at tax time that outlines the income that the account generated and ca…

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Every Financial Plan Is Wrong

Every Financial Plan is Wrong

David Shotwell

“Every financial plan ever produced is wrong” – Joe Duran, United Capital I have to admit, as someone who creates financial plans, when I first heard one of our industry’s thought leaders make that statement in an interview I cringed a little. Bu…

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Understanding Federal Student Loans

A Practical Approach to Paying for College

David Shotwell

Paying for college creates a financial planning dilemma for many families: How can working parents save for their own retirement while also saving for their children’s educations? As a profession, financial planners have not always been as helpful as w…

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