Two Bird Wealth Strategies

Two Bird Wealth Strategies We provide comprehensive financial planning, investment management, education and proactive service designed to exceed expectations.

Roth or traditional IRA? It may sound like a simple choice, but current contribution limits and factors such as your age...
08/08/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

Use the calculator to see which combination of Roth, traditional tax-deductible, and traditional nondeductible contributions may be available to your household: https://buff.ly/gVACPlN

More than $51 trillion is expected to transfer to women as surviving spouses over the next two decades. That shift will ...
08/07/2026

More than $51 trillion is expected to transfer to women as surviving spouses over the next two decades.

That shift will place more women in charge of decisions involving taxes, retirement accounts, and the future of family wealth.

This webinar explores strategies that may help women prepare for those responsibilities with greater knowledge and intention.

Watch to understand the tax decisions that may shape how this next generation of wealth is managed and transferred: https://buff.ly/r2TIrCM

Choosing life insurance can get complicated quickly. The coverage you choose should reflect your family’s financial need...
08/05/2026

Choosing life insurance can get complicated quickly.

The coverage you choose should reflect your family’s financial needs, your circumstances, and what may change over time.

This resource walks through questions to consider when evaluating a policy and when it may be time to review your coverage: https://buff.ly/SLAeQRa

The newest edition of Bird's-Eye View is here! This month we are talking insurance planning; from understanding differen...
08/04/2026

The newest edition of Bird's-Eye View is here! This month we are talking insurance planning; from understanding different types of life insurance and when each may make sense, to how an umbrella policy could help defend the assets you have worked hard to build against unexpected circumstances.

Click the link to read more! https://buff.ly/91n9Prq

The Federal Reserve left interest rates unchanged and struck a more dovish tone. The bond market told a different story....
08/04/2026

The Federal Reserve left interest rates unchanged and struck a more dovish tone.

The bond market told a different story.

Short-term yields fell, while longer-term yields surged and the 30-year Treasury reached its highest level since 2007. That split may reflect concerns about inflation now and the possibility of a tougher Fed response later.

See why the bond market may be challenging the Fed’s message: https://buff.ly/fuoKlRO

It’s one thing to put money into your 401(k), but it’s another to see how much it could grow over time. With seven quest...
08/01/2026

It’s one thing to put money into your 401(k), but it’s another to see how much it could grow over time.

With seven questions, this calculator helps you see how your current savings compare with the amount you may actually need for retirement.

Take a look at how your 401(k) could grow over time: https://buff.ly/T4D7IMF

Trying to understand the difference between a Trump Account and a 529 plan? They might sound alike, but they’re meant fo...
07/31/2026

Trying to understand the difference between a Trump Account and a 529 plan? They might sound alike, but they’re meant for different goals.

A 529 is focused on education. A Trump Account lets families begin investing for a child early, and once the child reaches adulthood, it becomes a retirement account.

See what sets the two apart and how each may fit into a longer-term savings plan:https://buff.ly/mU4vxUl

Life insurance isn’t one-size-fits-all. Each type works a little differently. Some provide straightforward coverage. Ot...
07/29/2026

Life insurance isn’t one-size-fits-all.

Each type works a little differently.

Some provide straightforward coverage. Others may include cash value, added flexibility, or benefits tied to needs such as long-term care.

Once you understand what each type does, it’s easier to figure out which may be right for you. Your goals, budget, and when you need it also matter when discussing coverage with a financial professional.

See how the main types differ and what each is designed to do: https://buff.ly/SBQVBcM

Higher interest rates can’t produce more oil, computer chips, or shipping capacity. So why would the Federal Reserve con...
07/27/2026

Higher interest rates can’t produce more oil, computer chips, or shipping capacity. So why would the Federal Reserve consider raising them?

The concern is what happens after a supply shock. Higher costs can spread into transportation, food, services, and wages, especially when demand remains strong.

See why the Fed may act even when it can’t fix the original shortage, and what that could mean for markets: https://buff.ly/M4TGeYg

Retirement readiness comes down to more than a target date. How much you’ve saved, what you’re still adding, and how you...
07/25/2026

Retirement readiness comes down to more than a target date.

How much you’ve saved, what you’re still adding, and how your expenses may change can all affect whether your current plan is on track.

Answer six quick questions to see where your retirement plan may need another look: https://buff.ly/QjdJJKT

Address

5263 Plymouth Road
Ann Arbor, MI
48105

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+17345445050

Website

Alerts

Be the first to know and let us send you an email when Two Bird Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category