How to Spot Bad Investment Advice (and Where I Go for the Good Stuff)
There’s a bull market in online investment advice these days, and sorting out the good from the bad is very
S5E6 – Life Planning vs. Traditional Financial Planning
In this episode of Kitchen Table Finance, Dave and Nick break down the difference between traditional financial planning and life
S4E35 – Retirement Life Planning
Life Planning, Retirement, and Why It Is “Never About the Money” In this episode, Dave flips the script and interviews
Viewing Your Portfolio and Financial Plan: The SRB Client Portal
We offer our clients who want access to their investments and financial planning information an online portal where they can
Do Financial Advisors Provide Value?
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online
Michigan First-Time Home Buyer Savings Accounts (article)
On February 9th, 2022, Governor Gretchen Whitmer signed the Michigan First-Time Home Buyer Savings Account Program (FHSA) into law. The
Michigan 1st Time Homebuyers’ Savings Account
Dave and Nick are joined by Ashley Sajor, Associate Financial Planner here at Shotwell Rutter Baer. Ashley started her career at
The Rollover Decision
When you change jobs or retire, you have the option to roll your retirement plan into an individual retirement account.
What is a Roth Conversion?
A Roth conversion means moving money from a traditional IRA into a Roth IRA, paying taxes on that money now
What is Monte Carlo Analysis?
We use financial planning software that utilizes a statistical technique called Monte Carlo Analysis. This technique analyzes spending goals from