Tibbitts Financial Consulting

Tibbitts Financial Consulting Holistic Financial Planning and Investment Management Firm We are always ready to address your concerns, answer your questions, and put you at ease.

At Tibbitts Financial Consulting, we have the knowledge and experience to help you pursue your financial goals. Financial planning means different things to all of us based on personal circumstances and complex situations. What colors our attitudes toward it, or what we want from it, is a highly selective thing. At Tibbitts Financial Consulting, we make it our priority to get to know you as a pers

on. Not only do we want to provide you with the most complete course of action possible, but we also want to build a relationship. At Tibbitts Financial Consulting, we stand ready to assist.

07/16/2026

Congratulations to Matt TerAvest for passing the CERTIFIED FINANCIAL PLANNER® (CFP®) exam today!

Money decisions often feel straightforward in theory but much harder in real life. Emotions, habits, and past experience...
05/28/2026

Money decisions often feel straightforward in theory but much harder in real life. Emotions, habits, and past experiences can influence how people react to market changes, financial planning, or even routine money choices—sometimes without them realizing it. If you’ve ever found yourself wondering why certain financial choices feel more stressful than expected, or why it’s hard to stay focused on long-term goals during uncertain moments, this article may offer useful perspective.

Talking with your adult children about inheritance can feel uncomfortable, but avoiding the conversation often creates m...
04/23/2026

Talking with your adult children about inheritance can feel uncomfortable, but avoiding the conversation often creates more uncertainty for everyone involved. Clear, thoughtful communication can help reduce confusion, set expectations, and strengthen family relationships.

Early Saturday morning, the U.S. and Israel launched attacks on Iran, targeting senior leadership and military sites. Th...
03/05/2026

Early Saturday morning, the U.S. and Israel launched attacks on Iran, targeting senior leadership and military sites. This situation is still unfolding, and it’s too soon to know what the longer-term economic or market impact may be. Overall, periods like this can be unsettling, but they are a normal part of investing. Staying disciplined and diversified has historically been the most effective way to navigate uncertainty. See below to learn more.

When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure ...
02/05/2026

When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in tune with your goals and needs, it's important to review and update it on an ongoing basis. Use this checklist as a starting point to keep your estate plan in good shape.

Putting off retirement savings for “just a few years” can cost more than you might expect. Time plays a powerful role in...
01/08/2026

Putting off retirement savings for “just a few years” can cost more than you might expect. Time plays a powerful role in how your money grows, through compounding—earning interest on the interest your savings generate. Learn how small, early contributions can make a big difference in your long-term financial picture.

When it comes to their retirement accounts, many investors often fail to think about required minimum distributions (RMD...
12/18/2025

When it comes to their retirement accounts, many investors often fail to think about required minimum distributions (RMDs). That oversight can lead to unnecessary tax burdens and other financial issues. In order to handle RMDs effectively, an understanding of the rules—and common errors people make—can be beneficial. See below for more.

The IRS recently released Notice 2025-67, which details the annual cost-of-living adjustments for 2026, including 401(k)...
12/01/2025

The IRS recently released Notice 2025-67, which details the annual cost-of-living adjustments for 2026, including 401(k) limit increases to $24,500 and IRA limit increases to $7,500. Find out what is and isn’t changing for 2026 | Internal Revenue Service (irs.gov)

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231 Hubbard Street
Allegan, MI
49010

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