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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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