Pensions are a luxury that very few pre-retirees are still being offered today. Most employers are shifting away from pensions because these retirement benefits create a large strain on the company’s cash flow. However, if you have a lump sum vs. pension decision to...
Taking the first steps in planning your financial future can be scary. But there’s good news: you do not need a Ph.D. in finance to start growing your wealth. Saving for retirement and other long-term goals is a matter of getting started and working with someone you...
There are many interesting points to consider when analyzing today’s market. The major indexes bounced back in April, but technology continued to underperform. The leaders this month were Energy, Financials, Real Estate, and Communication Services. For the...
Continuing our current discussion, we have been looking at various types of insurance over the past couple months. Overall, insurance is a risk management process. Risk is managed by buying the insurance policy to protect against a financial loss event. We will cover...
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...
The major indexes bounced back in March, but technology continued to underperform. The leaders this month were Utilities, Energy, Consumer Staples, Health Care. For the past 20 years, growth companies, especially technology, have led the charge higher for the stock...
