Blog
Blog
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
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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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
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)
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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Your Young Adult’s Intro to Financial Planning – 5 Cool Takeaways
Published by Scott Danek There are a number of things that are really cool about watching your kids or grandkids grow and mature. Near the top of the list is graduating college, get their first ‘real job’, and starting to make progress building their financial future. This recently happened to us with our oldest, and there were a number of important takeaways, including these Top 5:
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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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5 Reasons to Think About Long-Term Care Planning Today
I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.
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Making a Difference One Family at a Time
Published by Katherine Squires Who doesn’t enjoy holding and snuggling a baby?!? They have that “smell”. That truly clean, angelic smell. And the softest skin EVER! We are fascinated with new life that is pure and innocent with countless experiences in front of their brand new life. However, one in ten babies are born premature in the state of Michigan1. There is one non-profit that is working diligently to change that number and making a difference in people’s lives. The March of Dimes.
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The Importance of Creating Your ‘my Social Security Account’ Today
Published by Kate Moss No matter how old you are today, you should create your ‘my Social Security Account’, which is the online service provided by Social Security Administration (SSA). ‘What? Why would I want to do that?’ you ask. We understand that you may only be 25 years old and think that you might not even have a Social Security benefit when you retire. Or you’re 42 years old and retirement is still 25+ years away. As it only takes a few minutes, you shouldn’t procrastinate since it will save you potential frustrations years from now.
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