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Individual Stocks

Why We Don’t Recommend Individual Stocks

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_13.mp3Podcast: Play in new window | DownloadFrequently when we meet people who handle their own investments, they like to talk about individual stocks. I can understand why. Individual stocks have a story that you can wrap your head around, such as Pfizer creating a vaccine for Corona Virus, to borrow from current headlines. Or Tesla […]

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When Should You Refinance Your Mortgage

When should you refinance your mortgage?

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_9.mp3Podcast: Play in new window | DownloadWhen should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save you thousands of dollars on your mortgage loan. How do you tell if now’s the right time for you to refinance your existing mortgage? You may think that this […]

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State Of Michigan Health Plan. Michigan woods with path in fall.

Evaluating the State of Michigan Health Plan Options

srb

The State of Michigan is in round two of open enrollment for 2020, and there are some changes in the State of Michigan Health Plan Options that are worth evaluating. Here are our thoughts on how to assess the State of Michigan’s health plans for 2021.  What’s changing?  The significant change for 2021 is the […]

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Saving When Interest Rates Are Low. Iron bench on dock by lake in the fall

Four Tips for Saving When Interest Rates are Low

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_7.mp3Podcast: Play in new window | DownloadDo 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 […]

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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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Improving Your Relationship With Money. Beautiful row of trees along a road and a yellow autumn field

Improving Your Relationship With Money

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_6.mp3Podcast: Play in new window | DownloadHow 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, […]

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Financial Planning Companies. beautiful stone path and doorway with flowers

Types of Financial Planning Companies

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_5.mp3Podcast: Play in new window | DownloadThis 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. […]

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Employer's Retirement Plan. Field of yellow flowers with house in the distance

Getting Started in Your Employer’s Retirement Plan

David Shotwell

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_4.mp3Podcast: Play in new window | DownloadStarting 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 […]

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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

https://media.blubrry.com/kitchen_table_finance/p/content.blubrry.com/kitchen_table_finance/kitchen_table_3.mp3Podcast: Play in new window | DownloadIn 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 […]

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