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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It is becoming increasingly common for employers to no longer offer pension benefits for retirement. Pensions are very costly to the employer as wages continue to rise and life expectancy continues to extend longer. This means that the employer may be forced to set aside larger amounts of savings or continue to pay these expenses
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