When legendary singer Aretha Franklin died of advanced pancreatic cancer at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now that $80 million estate of the intensely private Queen of Soul is about to become very public and possibly very taxing for her…

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Deciding to retire is one of the biggest steps a person will take in their lifetime. When one part of you is saying, “It’s time,” it’s important to pause and ask, “Am I in a good financial place to retire?” This show can help listeners answer that question for themselves by providing them with eight…

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Every other day it seems like there are new ways to help us stay healthy: practicing yoga, taking fish oil or turmeric supplements, solving Sudoku puzzles, the list goes on. And as we get older – and perhaps face a couple more wrinkles or aches and pains – many of us tend to pay more…

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In a world increasingly saturated by competing advice, it’s crucial to find a financial services professional you can trust. What are some questions that you should ask when seeking out a financial advisor? Once you are ready to take the next step, book an introductory call with us below.

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We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…

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People always talk about “risk” in investing articles, but rarely explain what they mean by it. What sorts of risks should I be concerned about when investing and planning for retirement and what can I do about them? In the video below I explain 3 risks that investors should be aware of. Ready to discuss?…

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