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Manage Your Portfolio to Help Control Your Tax Bill

Manage Your Portfolio to Help Control Your Tax Bill

Investors need to consider many factors in the process of choosing investments. One at the top of list is an investment’s tax cost. In fact, for some individuals, this issue…

Michigan state leadership continues to ignore the law

Michigan state leadership continues to ignore the law

In 1978 the Michigan Constitution Article 9 was changed by what is widely known as the “Headlee Amendments”. I won’t get into all the intricate history of how this evolved…

Are You and Your Spouse on the Same Page?

Are You and Your Spouse on the Same Page?

After 24 years of marriage, Joe and Jane often finish each other’s sentences. So imagine how surprised they were when some differing goals emerged during a recent retirement income planning…

Retirement Plans Can Be SIMPLE

Retirement Plans Can Be SIMPLE

If you’re a small business (or a self-employed individual), there are many retirement plan alternatives available to help you and your eligible employees plan your financial future. One popular option…

Designing your retirement: the new reality

Designing your retirement: the new reality

A new grandchild arrives. Your son moves across the country for his new job. The family home requires more maintenance than your travel-intensive lifestyle allows. A health challenge arises. Whatever…

Vaccines: Protector or Invader?

By Andrew Frisch, Science teacher, Farwell There has been a lot of chatter in the media lately about vaccines. Do they protect us, should we get them, and do they…

How Much Life Insurance Is Enough?

How Much Life Insurance Is Enough?

If something were to happen to you, would your family have enough life insurance to continue living the way they do today? Experts say many families need 70%-90% of their…

Where the money goes

Where the money goes

Each year we are lucky to receive our Notice of Assessment Change which shows your properties assessed and taxable values change from the previous year. The last major change in…

I didn’t know him: A Tribute to Robert Friese

By Jim Reinke It was an innocent time back in 1966 for an eight-year-old boy. I played with my plastic toy soldiers, tanks, and other armaments. Like most kids of…

Maintain a diversified portfolio even in turbulent times

Maintain a diversified portfolio even in turbulent times

While it is always important to maintain a diversified portfolio, it is especially vital to remain diversified during volatile market conditions. As an investor, you should be careful not to…

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