Latest Articles

What Does Biden’s Tax Plan Mean for Step-up in Basis?

Feb 23, 2021

During the 2020 presidential campaign, media coverage of the candidates’ tax plans was largely lim...

Working From Home: Tips for Success

Feb 12, 2021

Little more than a year ago, many people would have said that the opportunity to work from home soun...

Eight Tips To Maintain Brain Health As You Age

Jan 29, 2021

If the TV commercials for supplements to enhance brain health are any indication, people are concern...

Take a Number: Important Tax and Retirement Planning Numbers for 2021

Jan 27, 2021

As you are probably aware, the Internal Revenue announces cost-of-living-adjustments (COLA) each yea...

Five Mistakes to Avoid During Health Insurance Open Enrollment

Sep 28, 2020

It’s that time of year again: the crackle of dried leaves underfoot, a crisp bite in the air, and ...

Prepaid Tuition or 529 College Savings Plan: Which Is Best?

Sep 21, 2020

In the late 1970s, a student at a private college paid the modern equivalent of $17,680 per year to ...

Not All Probate Is Created Equal

Sep 17, 2020

In general, when someone in Michigan dies owning property in their sole name (rather than jointly wi...

Is Long-term Care Insurance Still A Good Idea?

Aug 26, 2020

Financial advisors have long advised their clients to consider long-term care insurance. It’s been...

Five Travel Tips After Covid

Aug 20, 2020

Most of us had plans to travel somewhere more exciting in 2020 than the path between the couch and t...

What Will Life Look Like For Seniors After Covid-19?

Aug 18, 2020

For much of 2020, life hasn’t looked anything like what we consider “normal.” Things we used t...