Blog

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor Although it may not feel like it, summer is just around the corner!  With the 2016 tax season being over, and summer fun at our doorstep, now is a good time to give yourself a financial check-up to make sure you are still on track. Track your spending – […]

By Cindy Szymanski, CFP, Financial Advisor It’s official – the end of tax season is almost here! The IRS urges taxpayers to file their returns electronically, which is the most efficient and safest way to file your taxes.  In 2016, The IRS received more than 131 million tax returns electronically.  This year, they are expecting […]

The First 100 Days (of Investing)

By Jack K. Riashi, Jr., CFP®, Financial Advisor The first 100 days of every new presidential administration has become lexicon ever since it was coined back in July 1933 by President Franklin D. Roosevelt.  The first 100 days is the period used to measure the accomplishments of a president during the time that his influence […]

Changing Estate Plan Vital After Divorce

By Jonathan Goldberg, J.D., CPA If you have recently become divorced, you have plenty of things to think about as you move forward with your life.  But one area that is vital to put on your to-do list is to make sure you have updated your estate plan so that your assets will be distributed […]

529 Able Accounts for Special Needs

By Cindy Szymanski, CFP®, Financial Advisor Effective November 1, 2016, Michigan becomes the fifth state to make available 529 Able accounts, or 529A accounts, under the Achieving a Better Life Experience Act of 2014, also known as the ABLE Act. This law allows individuals with disabilities to contribute up to $100,000 to a 529A account […]

Don’t Chase Returns

By Brian Weisberger, Investment Analyst In conversations I have with investors, one of the biggest mistakes I see people make is to chase returns. One of the most common ways is when an investor sees an article in the paper, or possibly a Morningstar report about a particular asset class or mutual fund/ETF that has […]

Rollover Rules Just Got A Bit Easier

By Cindy Szymanski, Financial Advisor There has long been a hard-and-fast rule that you have 60 days to complete a rollover; no ifs, ands or buts; if you are late, you will pay taxes and possible penalties on what was supposed to be a tax-free transaction. By definition, a rollover is when you take possession […]

By Jack K. Riashi, Jr., Financial Advisor As the summer winds down, going back to school becomes a front and center topic for many parents, and there is no bigger issue or responsibility than saving for college expenses. If you are a parent trying to save money for your child’s college education, then you realize […]

By  Cindy Szymanski, Financial Advisor Congratulations – you’ve graduated from college and are well on your way to being an independent adult; or are you still a dependent? While many recent graduates may have landed a full-time job, others are still working only part-time or are doing a low-paying internship. But did you know that […]

Identity Theft – (Q & A)

  Q Dear Rick: I have a situation that I hope you can help me with. About two years ago I was the victim of an identity theft. As a result, my credit has been ruined. I am working on correcting the situation but it’s going to be a while. The problem is my wife […]

Rick Bloom Newsletter

Add your email address to subscribe.

Connect with Us