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From Worries to Wellness: Reinventing Financial Planning for Modern Times

From Worries to Wellness: Reinventing Financial Planning for Modern Times

From Worries to Wellness: Reinventing Financial Planning for Modern Times

Brenden Leese, CFP®

May 28, 20244 min read

Prenup for Second Marriages: Tips and Challenges*

Prenup for Second Marriages: Tips and Challenges*

Prenup for Second Marriages: Tips and Challenges*

Daniel H. Satz, MS, CFP®

May 15, 20244 min read

Transition an Overfunded 529 Account to a Roth IRA

Transition an Overfunded 529 Account to a Roth IRA

Transition an Overfunded 529 Account to a Roth IRA

Brenden Leese, CFP®

Apr 26, 20243 min read

Finding a Trustee for Your Kids When You Don’t Have a Close Sibling or Relative to Count On

Finding a Trustee for Your Kids When You Don’t Have a Close Sibling or Relative to Count On

Finding a Trustee for Your Kids When You Don’t Have a Close Sibling or Relative to Count On

Daniel H. Satz, MS, CFP®

Jan 3, 20244 min read

A Year in Review: Top Novi Blogs of 2023

A Year in Review: Top Novi Blogs of 2023

A Year in Review: Top Novi Blogs of 2023

Candace Henry

Dec 29, 20234 min read

Back to Basics: Diversification and Time in the Market

Back to Basics: Diversification and Time in the Market

Back to Basics: Diversification and Time in the Market

Robert Dunn, CFP®

Dec 13, 20234 min read

Incentives for Retiring in New Jersey

Incentives for Retiring in New Jersey

Incentives for Retiring in New Jersey

Ryan A. Dunn, CFP®

Nov 22, 20234 min read

Great You Have an Estate Plan; What About Your Parents?

Great You Have an Estate Plan; What About Your Parents?

Great You Have an Estate Plan; What About Your Parents?

Brenden Leese, CFP®

Nov 8, 20235 min read

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