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Financial Planning Lessons from Mary Poppins

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Financial Planning Lessons from Mary Poppins

published by Kate Moss My favorite movie as a kid (and maybe still today 😉 ) was ‘Mary Poppins’. I absolutely wanted to slide down a banister, have a tea party in the air because you were laughing non-stop, and jump into a sidewalk chalk drawing for an exhilarating adventure. But I also related to Michael’s story of learning to save his tuppence at his father’s bank. Which likely was the first stepping stone to my career in financial planning.

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Three Important ‘Stocks At An All-Time High’ Planning Considerations

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Three Important ‘Stocks At An All-Time High’ Planning Considerations

Published by Scott Danek This year has been one of those years when it seems like almost daily you hear about the ‘stocks at an all-time high’.  While this kind of year is usually more ‘fun’ for investors, it should lead to three important financial planning considerations.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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TIME WELL-SPENT – Creating Your Instruction Manual for Long-term Care

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TIME WELL-SPENT – Creating Your Instruction Manual for Long-term Care

By: Howard “Jack” Weyers, Jr., Attorney/Principal @ Family and Elder Law of Mid-Michigan, P.C. Typically, when you want to put something together the right way, you read the instruction manual.  Just think how lost we’d be if we bought products that required assembly but didn’t provide instructions. Too often, in our practice, we encounter folks who have very strong opinions about where, how, and by whom they want to be cared for should they become unable to care for themselves, but they’ve neither taken time to memorialize those wishes in an instruction manual, nor have they figured out how to...read the full article

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Why You Need a Will (and You Need One Today)

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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Should you invest in a Roth or Traditional IRA?

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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The Progression of Financial Planning Through Every Decade of Your Life

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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