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...
Ryan M. Vogel, CFP®Nov 30, 2022Wealth ProtectionShould I Keep Giving When My Portfolio Is Down? Key Takeaways There is no magic formula for how much to give. It’s a very personal decision based on your values, priorities and other...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jul 27, 2022Wealth TransferHow Much Money Is Enough? Key Takeaways Time is the most valuable resource we have. If you can exchange money to free up time, the tradeoff is worth it. The money...
Ryan A. Dunn, CFP®May 18, 2022Wealth RedefinedHow to Kickstart Your Financial Spring CleaningKey Takeaways Make sure insurance policies and estate plans are up to date and have no gaps. Consider ending those subscription you...
Candace HenryNov 24, 2021Video ContentHappy Thanksgiving and Congratulations Team!To show our continued gratitude to those working round the clock to keep up safe we are making a donation to Nurses House, a...