December 31, 2019

Kaydan Connection: December 2019

by: Danielle Howard

Click here for the full KaydanConnection_Dec2019. (preview...

Kruzan Achieve’s 2020 Chairman’s Council

by: Danielle Howard

Congratulations to Jim Kruzan, CFP®, CRPC® for achieving Chairman’s Council, again! We are excited to share that Jim was recently named a...

December 30, 2019

Client Access Updates and Future Changes

by: Shawn Reszczyk

2019 brought many updates and improvements to Client Access. The following updates apply to both the full Client Access desktop site and mobile app....

December 18, 2019

A Season of Love

by: Danielle Howard

Cheery Christmas tunes and bright holiday decorations remind us the holidays have arrived. As we bundle up, we can count on time spent with our loved...

December 6, 2019

’Tis the Season for Charitable Giving

by: Mathew Britt, CMT

‘Tis the Season for Charitable Giving No matter what traditions you hold around the holiday season, there is one we can all share: the...

December 5, 2019

Lower Your Taxable Income by Gifting to Charity

by: Darren Brennan, CFP®

Qualified Charitable Distributions: Lower Your Taxable Income by Gifting to Charity The Qualified Charitable Distribution (QCD) is a powerful tool...

October 25, 2019

Fall in Love with Michigan

by: Shawn Reszczyk

Many of you may share in my love of Autumn in Michigan, or Autumn and Michigan. It is widely considered to be one of the most beautiful seasons of...

Housekeeping: December 20, 2019 Deadline

by: Shawn Reszczyk

Mark your calendars! If you are planning to make a contribution or take a distribution from one of your accounts for the calendar year 2019 tax...

Kruzan Achieves 2020 Global Top 50 Event Invitation

by: Danielle Howard

  Congratulations to Jim Kruzan, CFP®, CRPC® for being selected to attend Raymond James Global Top 50 for 2020! Raymond James Global Top 50 is...