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Do you have money in savings that could be working better for you somewhere else? Interest rates are low right now. That’s great if you are a borrower, but not so great if you have savings in the bank. With all the economic upheaval from the Covid – 19 Pandemic, the Federal Reserve has committed […]
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 […]
How would you describe your relationship with money? Money can’t buy you love. It’s as cliché as a cliché can be, and so it is also mostly true. Trying to buy love, or buy happiness, is a fool’s errand. But, as with most things in life, the relationship between love, happiness, peace of mind – take […]
This article and podcast explain the different types of financial planning companies and how they get paid. Choosing a financial planning firm to help you map out your future is not an easy task. There are several types of financial advisors who all charge clients a little bit differently. At Shotwell Rutter Baer we have […]
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 […]
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 […]
Are you affected by the Michigan State University salary cuts? There’s a lot of uncertainty in the world of higher education right now. Universities around the country are trying to figure out what Covid-19 will mean for students and instructors as we head into fall and winter. With the new semester underway, there still seems […]
Does the 2020 election have you thinking about your money? Every four years America goes through a Presidential election. Every four years clients ask where we can move their portfolios to be safe if one side or the other is victorious. This year is no different. With political passions higher than normal and a sharp contrast […]
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 […]
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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