IRA to ROTH IRA Conversions Each year, we recommend that our clients consider converting money from an IRA to a Roth IRA. Because of our national debt, we believe that taxes will need to be raised in the future, and tax brackets will correspondingly be worse. If you are in the 12% tax bracket, we
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Home ownership is a large financial milestone, and whether you are buying your first home or have been through this process before, there are a few budgeting tips that we want to address. These tips may help prevent surprises you may encounter, and this could allow you to remain on track for your overall financial
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Planning for your future retirement income needs may be one of the toughest financial tasks you will face. There is a lot of uncertainty around the future of the economy as well as your potential life expectancy. There are some factors that are out of your control, such as the market performance, inflation impacts, and
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Health Insurance Open Enrollment: Summit Health Services is now offering appointments to review any health insurance questions you may have. They can quote a large number of available options to make sure you have the best plan for your specific needs. Call us today at (248) 779-1000 to schedule a no-cost health insurance review.
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Every profession has designations that reward hard work and dedication. For example, personal accountants often pursue their Certified Public Accountant (CPA) designation. In our industry, one such designation is the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® mark demonstrates a profound knowledge in aspects of financial planning, including investments, insurance, taxes, estate documents, etc. But most
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