Mark T. Wise, CFP, CFS, CRPC

Mark T. Wise, CFP, CFS, CRPC Mark takes a goals-based holistic approach to financial planning that includes Estate Planning, Taxes, Insurance, Income Planning & Portfolio Planning.

03/06/2026
Take the hassle out of your next vacation with these travel apps that can help you plan, maximize your trip, AND save mo...
09/11/2024

Take the hassle out of your next vacation with these travel apps that can help you plan, maximize your trip, AND save money along the way! We’ve got our favorites, what are yours?

Discover the best travel apps. From trip planning to transport, food to fun things to do, these are the holiday apps you'll actually use & want to keep.

You may know how to save money on the "Big 3" travel needs: accommodation, travel, and food. But, what about all the ext...
09/04/2024

You may know how to save money on the "Big 3" travel needs: accommodation, travel, and food. But, what about all the extra fees that can derail your budget? Here's a list of hidden travel costs to keep in mind on your next vacation!

It's easy for travel budgets to get away from us. Here are 46 hidden travel costs and hidden fees to help you save money on the road.

Spending a chunk of change on the vacation of a lifetime? Consider travel insurance to protect you in the event you have...
08/28/2024

Spending a chunk of change on the vacation of a lifetime? Consider travel insurance to protect you in the event you have to cancel or run into trouble along the way. Here's how to find the best plan for what you need!

Find out whether you need travel insurance for your next trip, what it covers, and how to compare and shop for the best plan.

Losing money while traveling because of pickpockets or scammers is a huge punch in the gut. Don’t let that happen to you...
08/21/2024

Losing money while traveling because of pickpockets or scammers is a huge punch in the gut. Don’t let that happen to you! Be aware of these scams to avoid and keep your money where it belongs…in your pocket.

Do know about the most common travel scams? Read our expert guide to understand frequent tourism scams & how to avoid them while traveling.

Want to get off the beaten path and explore? Or find suggestions on things to see and do that might be different or uniq...
08/14/2024

Want to get off the beaten path and explore? Or find suggestions on things to see and do that might be different or unique? Check out Airbnb, which has tons of unique activities with local guides! Let's see who can find the most interesting experience! https://www.airbnb.com/s/experiences

Street fairs, festivals, and local gatherings are a great way to experience culture and have some fun without costing an...
08/07/2024

Street fairs, festivals, and local gatherings are a great way to experience culture and have some fun without costing an arm and leg. No matter where you are headed, bookmark these tips to find all the great things to do in your destination.

You’ve arrived, what next? How do you find local things to do while traveling that are unique and interesting? Here are some go-to resources.

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Sterling Heights, MI
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