3 Keys To SSA Spousal Benefits

A study by The Harris Poll and the Nationwide Retirement Institute found significant Social Security knowledge gaps for Americans who are not yet receiving

Best Advice For Your Tax Refund

My advice typically is to strategically plan for your tax obligation throughout the year, thus minimizing your refund at tax time (which is really your

How to Get Your Long-Term Care Planning on the Right Track

It may not be especially nice to think about, but the fact is that as we all keep living longer, our likelihood of requiring

The Best Business Benefit of Your Vacation

The first day back from vacation can feel overwhelming. You come back to a bucket instead of the normally dripping faucet of information, with

Some Of My Favorite Client Questions

I love it when clients ask me questions, especially before taking action. Some ask many questions throughout the year, while others may wait for

Are You Taking Advantage of Michigan’s Pass-Through Entity Tax?

Michigan’s Governor signed legislation on December 20, 2021, allowing Michigan pass-through entities to elect to pay a newly enacted 4.25% income tax and for