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Whether college is years away or coming up fast, paying for it takes planning.Our quick College Readiness Quiz can help ...
10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.
Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://ow.ly/iIhw50ZZ4tA

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdr...
10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.
Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters:https://ow.ly/245u50ZZ4pe

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. B...
10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.
Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://ow.ly/oyZ750ZZ4lc

Roth or traditional IRA? It may sound like a simple choice, but current contribution limits and factors such as your age...
10/17/2026

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 non-deductible contributions may be available to your household:
https://ow.ly/W0Kv50ZWXiB

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan t...
10/16/2026

In a world that seems ever-changing, planning for retirement can feel overwhelming. Are there blind spots in your plan that could cause concern down the road?
We’ve got four advanced strategies that can help cover any potential blind spots—helping to maximize your retirement and make your money last.
https://ow.ly/xSwq50ZWXfA

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many respons...
10/14/2026

As a small business owner, you probably end up wearing a lot of hats. But one of the most important of your many responsibilities is managing finances—it can be the difference between a thriving business and one that’s struggling.
Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run:
https://ow.ly/eKNo50ZWXc7

Are you saving enough for retirement?A 401(k) is one of the most common ways Americans build wealth, but it can be hard ...
10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement.
https://ow.ly/M9Uo50ZUFCX

Retirement can be exciting. But it can also bring a lot of uncertainty.The good news? Thoughtful planning can help you f...
10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.
The good news? Thoughtful planning can help you feel more confident about what comes next.
Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot:
https://ow.ly/MR8G50ZUFBB

Now is a good time to take a closer look at your financial picture, including your tax situation.You may still find oppo...
10/07/2026

Now is a good time to take a closer look at your financial picture, including your tax situation.
You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals.
Check out 10 year-end tax planning strategies we think you should consider:
https://ow.ly/gqfS50ZUFr6

Tool: Retirement Readiness Quiz Retirement planning isn’t only about picking a date and hoping everything lines up. How...
10/03/2026

Tool: Retirement Readiness Quiz

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness: https://ow.ly/XF3o50ZSTb5

Address

45 Research Drive, Suite 100
Ann Arbor, MI
48103

Telephone

+17342193737

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