Robert Dunn 5 days ago 5 min Investing in Crypto By Robert B. Dunn, CFP® Rarely a day goes by when someone doesn’t ask me what I think of Bitcoin or if they should add some “coin” to...
Brenden Leese Jun 10 5 min Are You Taking Full Advantage of Your 529 Plan? Part two of our series in honor of National 529 Day, here are some things you may not know about 529 plans. By Brenden Leese As discussed...
Robert Dunn Jun 3 2 min Hello and Goodbye: Novi Wealth Team Update We are excited to announce the newest addition to the Novi family: Madison Mount. She started Tuesday, June 1st but she may be a familiar...
Novi Wealth Partners May 29 5 min Why Thoughts Turn to College Savings on May 29 A 2-part series in honor of National 529 Day, here are some things you may not know about 529 plans. By Brenden Leese Key Takeaways...
Novi Wealth Partners May 27 4 min How Does Your Retirement Savings Compare To Your Neighbors’? By Novi Wealth Partners Funding your retirement takes time, patience, and, of course, a wise investment strategy. But no matter how long...
Robert Dunn May 25 5 min Making Your Post-Working Decumulation Strategy Personal and Comprehensive By Robert B. Dunn, CFP® “Retirement is a time to do “what you want to do, when you want to do it, where you want to do it and how you...
Candace Henry May 17 1 min May: A Month of Appreciation Did you know that within the month of May is National Nurses Week, Teacher’s Appreciation Week, National Military Appreciation Month, and N
Robert Dunn May 13 4 min Don’t Overreact to Proposed Tax Changes You will most likely have a change to your tax bill under the Biden Administration. But, if you keep you cool and stick to your plan, the ta
Novi Wealth Partners Apr 27 5 min 3 Things I Learned About Money When I Was Growing Up By Robert B. Dunn, CFP® In light of April being Financial Literacy Month, I’d like to share a few of the most important lessons I learned...
Abigail Scardelletti Mar 31 4 min HERstory: A Timeline of Events for Women and Finance Whether it’s the pandemic, politics, or women breaking glass ceilings, it seems to feel like we wake up to see that we are living yet...
Novi Wealth Partners Mar 19 4 min Social Security Claiming Strategies For Single, Divorced & Widowed Women By Novi Wealth Partners When Social Security was designed in the 1930s, it had the traditional family—and the traditional family only—in...
Ryan Vogel Feb 18 3 min Tax Reporting Tips – Qualified Charitable Distributions & RMD Replacements Long weekends have a way of triggering certain mindsets and actions for me. Memorial Day weekend means golf season is in full swing (pun...
Novi Wealth Partners Feb 17 3 min How Could The New Administration Affect Your Retirement? By Novi Wealth Partners With newly elected President Joseph Biden in the White House and Democratic control of both houses of Congress,...
Daniel Satz Feb 9 2 min Phishing For Gift Cards Scammers are continuing to find new and complex ways to steal your hard-earned money, even when it comes to exposing the most vulnerable...
Novi Wealth Partners Jan 27 5 min Cultivating Good Habits By Novi Wealth Partners How many times have you set motivating New Year’s resolutions that you’re genuinely excited about, only to have...
Robert Dunn Jan 17 1 min Have you met Abby? We are delighted to announce that Novi Wealth Partners has a new addition, Abigail Scardelletti. Abby has joined to ensure that our...
Candace Henry Dec 23, 2020 1 min Happy Holidays and Season's Greetings The holidays are meant to be joyful, sadly that is not the case for everyone. To help ease the hardships for people the people in our...
Novi Wealth Partners Dec 18, 2020 5 min Financial Actions Bristol Myers Squibb Employees Should Take Before Year End By Novi Wealth Partners This year has been one for the books. Most, if not all of us, have experienced canceled plans, work stoppages or...
Robert Dunn Dec 9, 2020 3 min End of Year Financial Planning: Using the SECURE and CARES Acts to Your Advantage Two new tax acts were delivered in the past 12 months: The SECURE Act and the CARES Act. If you are aware of the changes to individual...
Candace Henry Nov 24, 2020 1 min Remembering to Be Thankful This year has been many things: strange, stressful, and socially distant. We felt it was important to find the silver lining this...
Robert Dunn Oct 29, 2020 3 min Volatile Markets During Election Years and What You Should Do The markets have certainly had a lot to overcome this year. With another bout of volatility this week and an election coming up next...
Candace Henry Oct 28, 2020 1 min Novi Wealth Partners Mobile App! Did you know we have a mobile app? If not, download it and check it out. And if you haven't checked out our previous cybersecurity blog,...
Novi Wealth Partners Oct 19, 2020 4 min What All Women Should Know About Personal Finance By Novi Wealth Partners Things have drastically changed for women in the past few decades. Not only do women now make up 50% of the...
Kathleen Biesiadecki Oct 1, 2020 2 min Novi Wealth Partners, Cyber Security Awareness, and You October is Cyber Security Awareness month. At Novi Wealth Partners protecting your data and account information is very important to...
