April 2020 – Market Commentary & Business Owner Update

April 2020 – Market Commentary & Business Owner Update

ReminderYou have until July 7th to contact us if you’d like to contribute into an IRA so you can write it off on your tax return.  In addition, we can help you with tax prep!  Please call (586) 459-5340 to find out how much we can save you on your tax preparation...

Traditional VS. Roth IRA

Traditional VS. Roth IRA

Traditional VS. Roth IRA Our last two blogs discussed the important of saving for retirement though our discussion of Time Value of Money and we also touched on how to budget appropriately for these savings within our Budgeting 101 post.  Now, we will be...

Budgeting 101

Budgeting 101

Budgeting 101 The first step towards a successful financial future is creating a budget. Without a budget, there is no foundation for a financial plan. This article is going to discuss our 5-step budgeting process as well as highlighting some of the common issues we...

Time Value of Money

Time Value of Money

Time Value Of Money Everyone recognizes the phrase, “a penny saved is a penny earned.” And while this quote is typically considered as a way to view savings vs. spending, this phrase actually explains this article’s topic as well. In terms of investing, a penny...