Roth Conversions in a Down Market
As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour
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
Step Two – The Foundation Meeting
The Foundations meeting is the second step in our Strategic Reliable Blueprint process we walk all of our clients through.
Pension Choices
Often in financial planning, we face questions where the right answer is based on weighing a choice’s pros and cons
Estate Planning Webinar with Molly Petitjean
Last week Molly Petitjean of Buhl, Little, Lynwood & Harris, PLC presented the basics of estate planning during this webinar.
MSU Retirement Plan Basics
Michigan State offers three retirement plans that work together based on how much the employee intends to save. Here are
How to Financially Help Adult Children
My adult child needs financial help. Can I afford it? Should I help? We get questions about how to financially
Our Investment Philosophy
Dealing with volatile markets requires discipline, and we believe it is important to have a written philosophy. Our firm follows
Getting Started in Your Employer’s Retirement Plan
Starting a new job that offers retirement benefits is great. But your employer’s retirement plan can offer a bewildering array
Understanding Required Minimum Distributions
After you turn 70 ½ years old, you will need to take a minimum amount out of your traditional IRA…