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Individual Stocks
Friday December 4, 2020

Why We Don’t Recommend Individual Stocks

David Shotwell

https://media.blubrry.com/kitchen_table_finance/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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Financial Planning
Investments
Portfolio Management
State Of Michigan Health Plan. Michigan woods with path in fall.
Thursday November 5, 2020

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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Financial Planning
Insurance
Medicare Webinar Thumb
Monday October 19, 2020

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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Financial Planning
Insurance
Ben Rathbun Photo
Monday July 27, 2020

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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Insurance
Retirement Mindset Photo For Blog
Friday March 15, 2019

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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Investments
Portfolio Management
Every Financial Plan Is Wrong
Wednesday January 9, 2019

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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Financial Planning