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Latest Articles

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Mental Health Issues For Seniors

Feb 24, 2021

Not so long ago, people who found themselves struggling with mental health issues kept it to themsel...

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What Does Biden’s Tax Plan Mean for Step-up in Basis?

Feb 23, 2021

During the 2020 presidential campaign, media coverage of the candidates’ tax plans was largely lim...

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Working From Home: Tips for Success

Feb 12, 2021

Little more than a year ago, many people would have said that the opportunity to work from home soun...

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Eight Tips To Maintain Brain Health As You Age

Jan 29, 2021

If the TV commercials for supplements to enhance brain health are any indication, people are concern...

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Take a Number: Important Tax and Retirement Planning Numbers for 2021

Jan 27, 2021

As you are probably aware, the Internal Revenue announces cost-of-living-adjustments (COLA) each yea...

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Five Mistakes to Avoid During Health Insurance Open Enrollment

Sep 28, 2020

It’s that time of year again: the crackle of dried leaves underfoot, a crisp bite in the air, and ...

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Prepaid Tuition or 529 College Savings Plan: Which Is Best?

Sep 21, 2020

In the late 1970s, a student at a private college paid the modern equivalent of $17,680 per year to ...

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Not All Probate Is Created Equal

Sep 17, 2020

In general, when someone in Michigan dies owning property in their sole name (rather than jointly wi...

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Is Long-term Care Insurance Still A Good Idea?

Aug 26, 2020

Financial advisors have long advised their clients to consider long-term care insurance. It’s been...

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Five Travel Tips After Covid

Aug 20, 2020

Most of us had plans to travel somewhere more exciting in 2020 than the path between the couch and t...

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