September 2018

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future. And school. School is back in session in West Michigan -- which for some parents is something to celebrate,

With Hurricane Florence barrelling towards the southeastern United States, I'm reminded (again) about how the unexpected can put a big dent into a well-planned life. And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort

Many people in West Michigan believe that the easiest customer to "sell" to is a referral customer. And in some ways, they're right. But in my opinion, the best kind of prospect to sell on your services is one you already

I can't believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This

It's true -- there are certain people for whom this note doesn't apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself

Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and

All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an increase

It's helpful to have long-term financial goals at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So,

We love what we do. I'm not sure if it's always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about