September 29, 2021
Your Year-End To-Do List
by: Darren Brennan, CFP®, CRPC®
The big guy in the red suit isn’t the only one who should be making a list and checking it twice. With less than 100 days left in the year,...
September 24, 2021
Head For The Cure
by: Danielle Howard
On September 19th, Kaydan Cares gathered bright and early for a beautiful day down on Belle Isle for the Head For The Cure 5K Run/Walk Race. Head For...
September 22, 2021
Beware of Travel Scams
by: Danielle Howard
Successful vaccine rollouts have made it possible for people to get out and about again. Whether you’re planning a long-delayed vacation or a...
September 15, 2021
Spend or Save? Using the Child Tax Credit
by: Jen Verscheure
In March 2021, The American Rescue Plan1 (a $1.9 trillion stimulus package) was passed into law and one of the significant changes it included was...
April 13, 2021
5 Habits of 401(k) Millionaires
by: Danielle Howard
Many individuals who are saving for retirement aim to have at least $1 million in their retirement accounts when they exit the workforce. But...
April 12, 2021
COVID: One Year Later
by: Jim Kruzan, CFP®, CRPC®
A reflection from Jim Kruzan, CFP®, CRPC® What a roller-coaster ride! A little over a year ago, the World Health Organization declared the spread...
December 11, 2020
What’s Going Well?
by: Jim Kruzan, CFP®, CRPC®
A holiday message from Jim Kruzan, CFP®, CRPC® As you read this, many will be in the throws of holiday preparedness – present wrapping, home...
December 10, 2020
Seeing Through Uncertainty in 2021
by: Mathew Britt, CMT
With the presidential election behind us, many investors are still making assumptions on what the results could mean for the economy and future stock...
August 4, 2020
Staying on the Sunny Side of Life
by: Shawn Reszczyk
Hello friends, I hope you are all doing well, feeling healthy, and enjoying the Summer. I’m certain I’m not alone when I say I’m trying to keep...