Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 29, 2023Wealth ProtectionStressed 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...
Brenden Leese, CFP®Feb 22, 2023Did You Fulfill Your New Year’s Resolution of Updating Your Estate Plan? Key Takeaways Nobody enjoys planning for their end of life, but you owe it to your heirs and beneficiaries to make sure your estate and...
Ryan M. Vogel, CFP®Feb 8, 2023Wealth RedefinedWhat 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....
Ryan A. Dunn, CFP®Jan 25, 2023Wealth TransferFinding Cash Under the Couch CushionsKey Takeaways Your prized heirlooms may be worth far less than you think, but other trinkets may be surprisingly valuable. Remember,...
Candace HenryDec 29, 2022Wealth RedefinedA 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, 2022Wealth RedefinedHow 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...