Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
Are People with Good Credit Being Penalized?
Key Takeaways Making a downpayment of 20% or more can help individuals avoid mortgage insurance and start building equity and wealth...
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Ryan M. Vogel, CFP®
- May 3
- 4 min
When Does It Make Sense to Pay Off Your Mortgage?
Key Takeaways Being too conservative can lead to poor financial decisions. Before rushing to pay down that mortgage, think about where ...
Ryan M. Vogel, CFP®
- Apr 26
- 4 min
How Financial Advisor Custodians Work
Key Takeaways If your investment advisor has custody of your funds or investments, they must protect these assets by using a qualified...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Mar 29
- 5 min
Stressed Banking Sector - Should I Worry?
Key Takeaways The global financial crisis taught us that mismanaged banks are susceptible to failure. Deposits up to $250,000 and...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Mar 22
- 4 min
Recently Come into a Lot of Money?
Key Takeaways Receiving a large sum of money can be just as stressful as losing lots of money. Give yourself at least a year to get your...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Mar 10
- 3 min
With So Much Focus on Building and Preserving Wealth; It’s Easy to Neglect Your Health
Key Takeaways We spend an inordinate amount of time focusing on careers and our financial lives, but not enough on our mental and...
Ryan M. Vogel, CFP®
- Feb 8
- 4 min
What I’m Teaching My Kids About Money, Part 3
Key Takeaways Use college savings as a real-life example when educating your kids about investing. Risk and return are directly related....
Candace Henry
- Dec 29, 2022
- 7 min
A Year In Review: Top Novi Blogs of 2022
2022 was a year of COVID variants lingering, supply constraints continuing, and the highest inflation we’ve seen in 40 years plus the...
Brenden Leese, CFP®
- Dec 7, 2022
- 5 min
How Your Kids' Use of Credit Impacts You
Key Takeaways Your credit score is crucial when it comes time to make big purchases in your life. Know how to correct discrepancies and...
Ryan M. Vogel, CFP®
- Nov 16, 2022
- 5 min
Reducing Concentrated Stock Positions
Key Takeaways One silver lining to today’s highly volatile bear market – great planning opportunities. If an individual stock accounts...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Sep 28, 2022
- 3 min
An Update on New Jersey's ANCHOR Program
By now, you may have received the ANCHOR program application in the mail, or will very shortly. The delivery date varies from county to...
Brenden Leese, CFP®
- Sep 21, 2022
- 4 min
More People Than You Think Are Eligible for Student Loan Forgiveness
Key Takeaways Single borrowers making under $125,000 a year and couples making less than $250,000 a year generally qualify to have up to...
Ryan A. Dunn, CFP®
- Sep 7, 2022
- 5 min
Financial Planning Considerations For Those About to Enter Into Marriage
Key Takeaways Financial stress, along with infidelity and growing apart, are top reasons why marriages fail. Many couples did not have...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Aug 17, 2022
- 4 min
Tips for Coping with Record High Gas Prices
Key Takeaways Believe it or not, these aren’t the highest relative gas prices in U.S. history. Behavioral finance explains why. Changing...
Brenden Leese, CFP®
- Jul 20, 2022
- 3 min
Students Now Less Likely To Be Penalized for Grandparent 529s
Key Takeaways New FAFSA form no longer counts grandparent 529 accounts against student aid eligibility. 529 plans offer grandparents...
Ryan A. Dunn, CFP®
- Jul 13, 2022
- 4 min
Take a Break from the News
Key Takeaways Next time a screaming head on TV tries to scare you into running for the hills, just tell yourself: “We’ve seen this movie...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Jun 15, 2022
- 5 min
Downsizing on Your Own Terms
Key Takeaways According to the AARP, nearly 90% of adults over 65 want to remain in their current homes – even if it’s not practical. One...
Brenden Leese, CFP®
- May 25, 2022
- 4 min
National 529 Day Should be All Year Round
The ultimate college savings showdown: 529s v. UTMAs v. Roth IRAs.
Ryan A. Dunn, CFP®
- May 18, 2022
- 4 min
How to Kickstart Your Financial Spring Cleaning
Key Takeaways Make sure insurance policies and estate plans are up to date and have no gaps. Consider ending those subscription you...
Brenden Leese, CFP®
- Apr 13, 2022
- 5 min
College Saving Considerations
Key Takeaways You are not required to use your own state’s 529 plan. Look carefully at fees, expenses, investment options, and...
Robert Dunn, CFP®
- Mar 23, 2022
- 5 min
Which Type of Advisor Is Right for You?
Key Takeaways Everyone’s calling themselves a “financial planner” these days. Most are not. Here’s what to look for in a true fiduciary...
Brenden Leese, CFP®
- Feb 23, 2022
- 5 min
High Earner, Not Rich Yet?
Key Takeaways At your young age, you earn substantially more than most Americans. Why aren’t you feeling wealthy? Are your graduate...
Ryan A. Dunn, CFP®
- Jan 20, 2022
- 5 min
Umbrella Liability Insurance
Key Takeaways Many successful people don’t realize how underinsured they are, even if they have a great homeowners and auto policy....
Novi Wealth Partners
- Dec 30, 2021
- 7 min
A Year In Review: Top Novi Blogs of 2021
Despite a year of COVID variants, supply chain disruptions, rising inflation and legislative gridlock, 2021 saw another strong bull...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
- Dec 22, 2021
- 5 min
Is Now the Time to Consider Used or Electric Cars?
Key Takeaways Labor shortages and supply chain disruptions continue to limit the supply of new and used vehicles on the market. Can’t...
Brenden Leese, CFP®
- Dec 14, 2021
- 4 min
Do Health Savings Accounts Make Sense for You (and Your Adult Children)?
Key Takeaways Healthcare costs are rising substantially faster than wages (and inflation). Health Savings Accounts (HSAs) allow you to...
Ryan M. Vogel, CFP®
- Dec 1, 2021
- 4 min
The Halloween Phenomenon and Other Milestone Money Lessons for Children (of All Ages)
Key Takeaways Kids grow up fast. The money messages they get from you early on can follow them (for better or worse) throughout their...
Brenden Leese, CFP®
- Nov 10, 2021
- 5 min
Estate Planning at Every Stage of Life
Key Takeaways It’s important to assess where you are in your life cycle and plan accordingly. Most people find wills, estate plans, and...
Ryan A. Dunn, CFP®
- Nov 3, 2021
- 3 min
Retiring Before 65? You Have the Income, But What About Healthcare?
Key Takeaways The high costs of health coverage are one of the biggest factors preventing clients from retiring before they’re eligible...
Candace Henry
- Oct 14, 2021
- 1 min
Medicare Open Enrollment and The 5.9% Percent Benefit Increase for Social Security
Two important announcements regarding Medicare and Social Security. Medicare has open enrollment between October 15 and December 7th....
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