Robert Dunn, CFP®Feb 1, 2023Tax OptimizationQuality Planning to Ease the Mind During Crazy TimesKey Takeaways Having a synchronized financial plan, cash flow plan and investment plan will give you peace of mind in all economic...
Ryan M. Vogel, CFP®Jan 11, 2023Investment ManagementSECURE Act 2.0: What These Legislative Changes Could Mean For YouIf there is one constant with financial planning it is this: things change. At the end of 2022, a new law was passed which impacted many...
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...
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...