Michigan State University Salary Cuts. Fall scene with stone cottage, walkway and fence

Dealing with Michigan State University Salary Cuts

David Shotwell Play in new window | DownloadAre 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 […]

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2020 Election. Brick and stone outside stairway with iron gate and red flowers

How Will the 2020 Election Affect the Stock Market?

David Shotwell Play in new window | DownloadDoes 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 […]

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Welcom To The Kitchen Table Finance Podcast

Welcome to the Kitchen Table Finance Podcast

srb Play in new window | DownloadWelcome 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 […]

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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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