Beyond Financial Planning

06/02/2026

A new season marks its own point on the calendar, and the year is already halfway through. Schedules shift, big decisions surface, and what felt settled back in January sometimes looks different in a new light.

Some things deserve a closer look. Let's sit down and talk through where things stand.

06/01/2026

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

05/31/2026

05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/22/2026

Checked bags just became a billion-dollar business.

Last year alone, U.S. airlines made over $7.2 billion from checked bag fees, with some carriers now rolling out surge pricing, fee hikes, and new bag rules. Even Southwest, long known for letting your first two bags fly free, is changing course.

If you travel often, especially for work or with family, these small shifts can add up fast.

As travel costs evolve, it's worth being mindful of the hidden fees that come with convenience. Whether it’s budgeting for upcoming trips or simply packing lighter, a little foresight can go a long way.


Source:

Southwest Airlines​ recently announced it will start charging $35 for the first checked bag. Here's a breakdown of how much revenue bag fees bring.

05/20/2026

Yesterday, our team came together to volunteer with Kalamazoo in Bloom and plant flowers to help beautify our community! 🌸🌿

It was a great day of teamwork, giving back, and making our neighborhood a little brighter for everyone to enjoy. Thank you to everyone who participated and helped make a positive impact!

05/19/2026

🚲 May 19 Is Bike to Work Day!🚲

Celebrate the many benefits of cycling with a ride to work, home, the park, or anywhere else the open road takes you. 🚴💪 Let's make this a day to remember