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What’s on our money mind? You can read about it in our WealthView Blog. 

Wednesday, February 11, 2026

As the SECURE Act 2.0 continues to phase in, one of the biggest changes for 2026 affects how catch-up retirement contributions are treated for higher-income savers.

Sunday, July 20, 2025

Recently, I had the pleasure of speaking with Sharon McRill, founder and owner of The Betty Brigade, a company that’s been helping families, fiduciaries, and trusts manage the physical side of life transitions for over 22 years.

Sunday, July 20, 2025

This year I did something I consider a Big Beautiful move—I went fully electric, and I’m loving the ride so far. But if you’ve been eyeing an EV for yourself, now might be the time to act. As part of the recently passed One Big...

Saturday, March 8, 2025

If you're celebrating your 60th birthday in 2025, congratulations! Not only is this a milestone birthday, but Uncle Sam has a unique "Diamond Jubilee" gift for you in the form of super catch-up contributions to your retirement plan....

Monday, November 4, 2024

Everyone has opinions about which candidate, party, and policies are best for them. But what does it all mean for our portfolios?

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Friday, September 13, 2024

Don’t let short-term volatility derail your long-term plan!

Saturday, September 7, 2024

Saturday, September 7, 2024

Don't Stress: You Can Navigate Medicare Enrollment with Ease Medicare Open Enrollment is right around the corner and is a key period for managing your existing Medicare coverage. The Medicare Annual Enrollment Period (AEP) runs from...

Wednesday, April 24, 2024

The Tax Cuts and Jobs Act (TCJA) passed in 2017 included several provisions set to expire, or “sunset”, at the end of 2025. This means that unless Congress takes action to extend these provisions, they will no longer be in effect for the 20

Wednesday, September 6, 2023

I can't believe school is back in session already. My son Owen is off to Central Michigan University this fall, and I am very excited for him. Part of his preparation process was mapping out a plan that included a list of the things he need

Tuesday, April 11, 2023

Twelve essential facts you should know about a Health Savings Account, tax-favored savings account you can save into for current and future medical expenses.

Monday, March 13, 2023

It is a good time to review your FDIC coverage. What is the FDIC, and what does the FDIC insurance cover? How do you get additional coverage beyond the $250,000?

Tuesday, January 10, 2023

We hope you had a great end to your 2022 and are feeling refreshed and ready for 2023.We wish we were bringing you over some green smoothies and pressed juices to kick the year off. Instead, we have some new retirement rules for you...

Monday, November 28, 2022

  While we recommend proactive, coordinated tax planning throughout the year with your tax professional and financial advisor, as another year ends, we want to remind you of a few essential year-end tax-planning considerations:

Tuesday, October 4, 2022

If you have questions, we have answers, such as: What is NEW to Medicare this year? What is the annual election enrollment period, and what should you do now? When should you start preparing to transition into the Medicare system?

Thursday, September 8, 2022

Have questions about the recent student loan forgiveness announcement? We've got (some) answers.

Thursday, September 8, 2022

The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be.

Thursday, July 14, 2022

Rainbows often come with rain, which in wealth planning, these are planning considerations that can be beneficial, specifically during rainy days in the markets.

Thursday, July 14, 2022

It is hard to believe we are already more than halfway through 2022.  Following are a few mid-year tax planning considerations:

Wednesday, June 15, 2022

Gasoline prices are at all-time highs. Food prices are rising. And to top it off, markets are unsettled and there’s talk of a recession. How can you help protect yourself when things appear to be crumbling?

Tuesday, February 22, 2022

On Valentine's Day, we had the opportunity to speak with Sandy Hughes O'Brien regarding the importance of estate planning. "Nothing says I love you more than an estate plan for your family." ~ Sandy Hughes O'Brien.

Wednesday, December 15, 2021

Wednesday, October 13, 2021

Wednesday, October 13, 2021

We asked health insurance professional Marie Goldbeck-Strunk to spend some time educating us on the Health Insurance Marketplace. Check out our video to see what she had to say. Did you know there are alternatives to COBRA?

Tuesday, August 31, 2021

Social Security recipients might be on the verge of receiving a 6.2% raise on their Social Security income payments in 2022. Did you know that the Social Security Administration evaluates the consumer price index every year, and...

Monday, June 14, 2021

Inflation Worries? I was looking forward to getting to the nursery this spring to get some perennials and a tuff stuff mountain hydrangea for planting. But, I was a little sticker shocked that for only a few plants, I walked out of the...

Monday, May 3, 2021

In Case You Get Covid-19 Several weeks ago, I could not wait to hop on my fancy new bike that had more gears and functionality than my old bike in the hopes it would make my 10-mile local metro park ride much more effortless. Early...

Tuesday, March 30, 2021

So, the next (final?) round of stimulus was signed into law by President Biden earlier this month. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits,...

Friday, February 26, 2021

We have a new administration in Washington, and the Democrats control the House and the Senate. So, what's next for taxes? The national debt is currently on a path to exceed the size of the entire U.S. economy this year, even before a...

Tuesday, January 19, 2021

New Year, New Giving Plan The beginning of the new year is the perfect time to map out your charitable giving plan. Did you know that 2019 was one of the highest recorded years ever for American philanthropic donations? Individuals,...

Wednesday, December 30, 2020

Financial Planning Essentials Series 8 Tips to Replenish Your Rainy-Day Fund As we all know, 2020 has been a rainy-day year. Many people have experienced significant medical and financial hardship. We are beyond thankful for the...