Michigan Money Management

07/20/2026

Your business represents years of effort and growth. Thoughtful planning now helps ensure it continues to support your family and long-term goals well into the future. Schedule a conversation to protect what you’ve built.

07/17/2026

With recent discussions around Trump Accounts, many families are looking to better understand what these accounts could mean for their financial future. To help you learn more, I’ve shared LPL Research’s article that provides background, key features, and important considerations surrounding these accounts.
I encourage you to review this resource and learn more about how Trump Accounts work. As a parent myself, I understand the desire to help set children and grandchildren up for a successful future, and how challenging it can be to navigate the many saving and planning options available today.
If you have questions about Trump Accounts or would like to discuss whether they may be appropriate for your individual financial situation and goals, please reach out. We are here to help you evaluate your options and make informed financial decisions with confidence.

Expected Launch: July 4th, 2026 Trump Accounts are a new government‑sponsored savings option created under the One Big, Beautiful Bill Act (OBBBA) to help families start investing for their children early

07/16/2026

📈 A major shift is underway in the small business landscape.
As millions of business owners approach retirement, a growing number of entrepreneurs are finding opportunities through acquiring existing businesses rather than starting from scratch. Learn why this transition is creating new possibilities for buyers, sellers, and investors alike.

Millions of small business owners are preparing to exit. Discover why acquisition entrepreneurship is creating a new generation of business buyers.

07/03/2026

Happy Independence Day! Our office and the markets are closed today. We hope you enjoy celebrating with friends and family.

07/01/2026

Summer isn't only fun and games for this Louisiana family. Check out how the Rosenthals are creatively empowering future generations during family reunions and take a few pointers away for yourself.

The sprawling Rosenthal clan is meeting this weekend to reconnect and empower future generations with family wisdom on finding success.

06/29/2026

Have an exit strategy for your home—before you need it.
Facebook caption: Downsizing, selling, gifting, or planning for care—your home deserves a thoughtful strategy. Proactive planning keeps options open later. 🏠 ➡️ 📐

Let’s talk through long term housing decisions.

06/22/2026

From maintenance to taxes to insurance, the true cost of ownership goes beyond the closing table. Planning ahead keeps surprises manageable. 🛠️ 📋

Schedule a financial check in before your next move.

06/19/2026

Juneteenth marks an important chapter in our shared history. Let’s recognize the ongoing journey toward freedom and equality for all—and to reflect on how progress is strengthened by understanding, knowledge, responsibility, and engagement. Understanding history helps inform the future we work to build together.

06/18/2026

👨‍👩‍👧‍👦 Everything starts with family. As dad to Harry and Ellie, one thing keeps me grounded: if I’m not doing right by my family, then nothing else matters. Father’s Day is a chance to pause and appreciate the opportunity life has given me to be a dad—and to keep showing up, every day, where it counts most. Happy Father’s Day to all of the incredible dads and father figures in our community.

06/15/2026

Equity can be a powerful planning tool when used intentionally. The key is knowing how your home supports—not complicates—your financial goals. 🔑 📘

Talk through the role your home plays in your plan.