Let’s Talk About Midterm Elections and Your Investments
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
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 inst …