COVID-19 & Tax/IRA Deadline Updates

COVID-19 & Tax/IRA Deadline Updates

COVID-19 UpdateYou have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional 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...
Understanding the Basics of Health Insurance

Understanding the Basics of Health Insurance

Health Insurance For Dummies Purchasing healthcare coverage can be one of the most daunting items on anybody’s “to-do” list. But the good news is that understanding your options can make the buying process much more manageable — providing you...
Mutual Funds vs. Exchange-Traded Funds

Mutual Funds vs. Exchange-Traded Funds

Mutual Funds vs. Exchange-Traded FundsNow that we have finished discussing diversification, we will dive into the most popular, and arguably the easiest ways, to diversify. That is right. This month we are comparing and contrasting Mutual Funds and Exchange-Traded...
Diversification: Miscellaneous

Diversification: Miscellaneous

Diversification: MiscellaneousAs the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you...

Diversification: Bonds

Diversification: BondsAs the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you need a...