Financial Planning

End-of-the-Year Money Moves

By Robert Larsen / October 15, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Tax Planning in the Retirement ‘Gap’ Years

By Todd Perry, CFP, CIMA, CPWA / September 28, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

College Student Scams on WDIV 4/Click on Detroit

By Ken McMullen / September 8, 2021

EWM’s, Kyrstin Ritsema, warns Metro Detroit regarding college scams on the WDIV Local 4 / ClickOnDetroit Help Me Hank segment. Check the background of this […]

Planning for College

By Albert Herzog IV, CFP®, CRPC® / August 20, 2021

Planning for college is a major event in the life of your child and for you as their parent. Navigating the world of college loans […]

Financial Stability in Unstable Times

By Albert P. Herzog III, CFP®, MBA, ChFC® / August 12, 2021

As uncertainty and variables surrounding the pandemic continue to linger, so does the volatility in the financial world. This market doesn’t seem to know which […]

Is a Roth IRA Right for You?

By Michael Barber / July 26, 2021

A Roth IRA is an individual retirement account where contributions are made with after-tax dollars; unlike the typical or “regular” IRA funded with tax deductible […]