Estate Performance Advisors

07/15/2026

Embrace financial wellness by integrating effective communication habits. Apply lessons from high-performing teams in the World Cup to enhance financial planning, career growth, and leadership among professionals. Aim for precision and clarity in all exchanges.

The World Cup is a high-pressure test of teamwork and communication. Adopt these 5 communication strategies within your business teams to play like champions.

07/13/2026

Balancing financial wellness means juggling retirement plans and debt management. With many older Americans facing student loans, it's key to focus on effective financial planning to avoid slashing nest eggs or delaying retirement dreams.

With nearly 10 million older Americans carrying massive education debt, aging borrowers are being forced to delay retirement or slash their nest eggs.

07/08/2026

Promote financial wellness by leveraging financial planning tools. Starting 2027, low-income workers may benefit from a Saver’s Match for IRAs, enhancing retirement savings with matching contributions from the Treasury Department.

Starting in 2027, low-income workers may be eligible to receive matching retirement contributions from the Treasury Department.

07/06/2026

America’s rising life expectancy is a major milestone. Achieving financial wellness is key to enjoying these extra years. Consider financial planning that integrates health, economy, politics, mental health, and mindfulness. Book a meeting today.

As America marks 250 years, rising U.S. life expectancy may be one of its greatest achievements. The next challenge: turning added years into better lives.

07/01/2026

Think of financial wellness as the perfect travel companion. Smart financial planning can unlock travel rewards, while saving a bit more today can mean more adventures tomorrow. Play your cards right to maximize value and travel more for less.

Playing your cards right can get you far more value for your spending

06/25/2026

Boost financial wellness with strategic financial planning and effective saving. With Roth IRAs at the forefront, leveraging after-tax contributions and exploring Roth conversions can optimize your path to financial security.

After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows.

06/19/2026

Financial wellness through strategic planning! Investing in stocks and markets can feel like stepping into the space era. As the market expands post-scarcity, explore how new opportunities can fit into your financial planning journey.

The stock market is starting to expand again after years of shrinking — and potentially at a scale not seen since the dot-com era.

06/17/2026

Maximize financial wellness by coordinating 401(k) contributions in marriage. This evergreen move boosts retirement financial planning, potentially saving hundreds annually. Always stay mindful of your financial future together!

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

06/17/2026

✨ Excited to celebrate the Grand Opening of OakBrook Senior Living in Milford! ✨

If you or someone you love is exploring senior living options, this is a great chance to tour a beautiful new community, meet the team, and experience what modern senior living can look like.

📍 OakBrook Senior Living – Milford
📅 Wednesday, July 22nd
⏰ 12:00 PM – 2:00 PM
📍 118 Canal St., Milford, MI 48381

Enjoy summer snacks, charcuterie, raffles, and a chance to connect with local professionals and community members.

As always, we love supporting resources that help families navigate retirement, healthcare, and life transitions with more clarity and confidence.

If you’re thinking about the next chapter for yourself or a loved one, this is worth checking out. 🌿