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Five Mistakes to Avoid During Health Insurance Open Enrollment

It’s that time of year again: the crackle of dried leaves underfoot, a crisp bite in the air, and pumpkin spice everything on menus. That’s right: it’s open enrollment season for health insurance. If that last line made the happy images of autu… Read More
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Categories: Finances

Getting Out of Your Timeshare (the Right Way)

That resort where you bought a timeshare seemed like a great idea at the time. A beautiful vacation home with great amenities, available just when you need it, with no worries about maintaining it or renting it out the rest of the year. If your resor… Read More
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Categories: Finances

Three Ways to Tap Into Retirement Savings Early During a Financial Crisis

The COVID-19 Pandemic has wrought havoc on more than just the nation’s health. It has affected people’s finances as well. Congress anticipated this, and in March 2020, passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Among t… Read More
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Categories: Finances

Expecting (and Planning for) Financial Setbacks After Retirement

They call them “the golden years.” You have retired after decades of hard work, with a nest egg you’ve carefully built up during that time. The years after retirement are meant to be enjoyed in peace and security: traveling, enjoying grandchild… Read More
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Categories: Finances

Know Your Options Under Michigan’s New No-Fault Auto Insurance Law

On July 1, 2020, new no-fault auto insurance law takes effect in Michigan. While we don’t typically write about auto insurance in this space, we do frequently write about news that may have an impact on our readers’ finances—and the new Michiga… Read More
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Categories: Finances

The Roth Five-Year Rule: What You Need to Know

Roth accounts are popular vehicles for saving for retirement. Nearly 20% of American households have a member with a Roth IRA, and nearly 70% of employers offer a Roth 401(k) option. If you have a Roth IRA, Roth 401(k), or other Roth account, you may… Read More
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Categories: Finances

The CARES Act: How Coronavirus Relief Affects Your Taxes and Planning

Coronavirus. COVID-19. It’s all anyone can talk about these days, and with good reason. And while concern for people’s health is paramount, it also makes sense to wonder how this pandemic is going to affect economic concerns—on a global, nation… Read More
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Categories: Finances

Coronavirus: Answering Our Clients’ Questions

News about coronavirus, aka Covid-19, is everywhere. Taking in the news, which changes daily or even hourly, feels like trying to drink from a fire hose. Most of us have never experienced anything like this, which means it can feel necessary to liste… Read More
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Does Your Insurance Provide All the Coverage You Need?

Insurance is like a blanket. A blanket with holes in it isn’t useless, but it won’t give you the coverage you need it to. Likewise, your insurance policies might offer you some protection, but leave you exposed when you really need coverage. With… Read More
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Categories: Finances

Surprise Medical Billing: What the Government is Doing to Stop It

Medical care is one of the few things we purchase without knowing the price for it. Imagine walking into a grocery store and filling your cart without having any idea what the food cost, or picking out a new wardrobe and handing over your credit card… Read More
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Categories: Finances

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