StraightLine

09/02/2026

Mike and Elizabeth Bisaro spent a very special evening at the Legacy of Magic Gala! ✨

Hosted by , the gala was held in honor of Magic Johnson and his family to celebrate their impact on the Lansing community.

From inspiring stories to the announcement of the new Earvin “Magic” Johnson YMCA, Mike and Eizabeth were honored to be in the room to celebrate this incredible legacy.

08/31/2026

August is Make a Will Month. 📝

Creating a will is one of the most important steps you can take to help protect the people and things that matter most to you. But knowing where to start can feel overwhelming.

That’s why we’ve created an Estate Planning Checklist & Worksheet to help you prepare for a conversation with your financial planner.

Use it to organize your thoughts, identify important questions, and make the most of your planning conversation.

Want a copy? Comment “CHECKLIST” in the comments below and we’ll send it your way.

08/28/2026

Planning to use your money for a major purchase in the near future?

“If you plan to make a down payment on a house in eight months, that money shouldn’t be in the stock market,” StraightLine President and CEO Mike Bisaro told CNBC.

Mike also cautioned against moving completely to cash because doing so introduces the challenge of deciding when to reinvest. As he asked, “Who’s to say when that will be?”

Read more in the CNBC article linked in the comments!

08/25/2026

A big congratulations to Kyle Zammit for earning his Certified Financial Planner (CFP®) designation!

Kyle has continued to dedicate himself to professional growth and development, and this achievement is a testament to his hard work, commitment, and passion.

Congratulations, Kyle, on this well-deserved accomplishment! 👏

See disclosure in comments.

08/14/2026

Join us in wishing Happy Birthday to our StraightLine staff with August birthdays! 🎉

Jessica Harrell
Sonny Mehra AIF® CIMA®
Mike Bisaro AIF®

08/05/2026

This Week’s Financial Snack brought to you by Kyle Zammit, AIF®,ChFC®!

Can a non-working spouse contribute to an IRA?

Yes, as long as the working spouse has sufficient earned income to cover both individuals’ contribution, each spouse can contribute up to the annual IRA limit. In addition to the earned income requirement, your filing status must be Married Filing Jointly to contribute to a spousal IRA for the non-working spouse. While the IRA could be either a Traditional or Roth, choosing the best option for you will depend on factors such as your participation in an employer qualified retirement plan and your income level.

Questions to Ask Yourself:

✔️ Are we eligible to make an IRA contribution for a non-working spouse?
✔️ If we contribute to Traditional IRAs, will our contributions be tax-deductible?
✔️ Based on our income are we eligible to contribute to Roth IRAs?
✔️ How can my advisor assist me in establishing the correct account?

If you have questions or would like to learn how this Financial Snack may apply to your individual financial situation, please Contact Us, or call our office at 248-269-8366

07/23/2026

We're excited to share the podcast featuring the one and only Bethany Mosshart!

Beth spent some time with Marie Swift to share her perspective on the founding of StraightLine, the meaning behind our tagline Educate. Plan. Invest. and the impact our team is making every day.

We're proud to have Beth representing the StraightLine team and grateful for her passion, leadership, and commitment.

Take a listen, we hope you enjoy the conversation!

In the newest podcast, Marie Swift speaks with Beth Mosshart, Co-Founder and Chief Operating Officer at StraightLine, about how their education-first philosophy, a disciplined planning process, and research-driven investment approach help clients feel more confident about their .

Mosshart breaks down StraightLine’s “Educate, Plan, Invest” framework—and how it shapes everything from client conversations to . She also shares practical steps to simplify your finances, protect your loved ones, and stay focused on long-term goals.

Watch the full conversation here or listen wherever you get your podcasts: https://www.impactcommunications.org/best-practices-blog/swift-chat-with-beth-mosshart-building-trust-through-education-first-financial-planning

07/22/2026

We’re honored to share that our StraightLine advisors were recognized by InvestmentNews as a 2026 5-Star Wealth Management Team ⭐

“The care that everybody in the office gives to all clients and the clients of the firm is really unique, noticeable, and appreciated,” said COO, Beth Mosshart, AIF®

At StraightLine, we believe strong relationships are built on trust, communication, and consistency — and we’re thankful every day for the clients who allow us to be part of their financial journey.

Read more on our blog - link in the comments

Please join us in congratulating Beth Mosshart, Rob Rickey, Mike Bisaro, Michael Rice, Jason Fisher, and the entire StraightLine team with a ⭐in the comments!

07/17/2026

We’re excited to welcome Rocco Valente to the StraightLine team as an Intern!

Rocco is currently pursuing a degree in Finance at Michigan State University, and we’re thrilled to have him join us this summer.

Please join us in welcoming Rocco to the StraightLine team!

07/16/2026

Please join us in welcoming Rohan Modi to the StraightLine team as an Intern!

Rohan is currently pursuing a degree in Finance at Michigan State University, currently serving as Vice President of the and we’re excited to have him join us this summer.