TAX & FINANCIAL INSIGHTS BLOG
September 16, 2024
As a real estate agent, you’re more than just a salesperson—you’re also a small business owner. This means you face some unique tax challenges. From self-employment […]
September 5, 2024
Robert Roper, Senior Tax Manager gives reminders and advice for year end 2024 planning.
November 16, 2023
Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023
Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023
Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022
Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022
Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021
What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021
Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021
What is inflation and should you be concerned that it is on the rise right now?
June 2, 2017
1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
June 20, 2017
Have you questioned whether you can take on managing your finances yourself? Do you only have a 401K and allow the company assigned by your employer to manage the account? If you have an advisor already, is he or she the right partner for you? If you’re unsure if you need additional financial assistance, keep reading!
January 26, 2018
The 2018 Federal Tax Reform is starting to impact corporations, individuals and small businesses. Learn more about what is happening and what's to come here.
March 7, 2018
Are you staring into a cardboard box full of pay stubs, potential deductions, receipts, and itemized lists wondering what’s next? Tax season is in full swing and one of the biggest decisions taxpayers face is how to file their returns.
May 2, 2018
Divorce is the perfect storm when major unpredictable factors merge together to become a force to be reckoned with. There are the legal, financial, emotional and spiritual areas that can be frightening and make you feel like you are losing control. Even true for those who have captained the seas of life for a long time. Because at any time the winds can change, the unknown forces can lead you to shipwreck your life.
July 31, 2018
Unfortunately, investment missteps are the kind that can come back to haunt you in the future, especially when it comes to retirement planning. In this article we look at how much you should set aside for retirement and how much should go into the right kind of long-term investments. Learn about the long-term benefits.