Robert Dunn, CFP®Feb 15, 2023Investment ManagementArtificial Intelligence Is No Substitute for Human Advice Key Takeaways There are some great uses of AI in our profession, but it should be used to supplement (not replace) expert human advice....
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....
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...