As we approach the midpoint of 2026, the transition into summer offers a natural opportunity to pause and conduct a “half-time” review of your financial strategy. Check out our latest Financial Pulse to see how to conduct an effective mid-year review.
As the seasons change and the days grow longer, many of us instinctively begin to declutter our homes and refresh our living spaces. This same energy provides a perfect opportunity to revisit your financial plan, ensuring that every element of your strategy remains harmoniously aligned with your evolving life goals and the current economic landscape. Check out a few ways to “spring clean” your finances in our latest Financial Pulse.
Hello, Moon. It’s great to be back.
Here’s a taste of what the Artemis II astronauts photographed during their flight around the Moon. Check out more photos from the mission: https://t.co/rzM1P0QbOl
Constantly changing financial news can make investors lose their focus but a financial plan can keep you grounded. For most investors, the most effective strategy isn’t found in a frantic reaction to the news cycle; it’s found in the quiet, disciplined, and—yes—boring work of a long-term financial plan. Read more in our latest Financial Pulse: https://t.co/FUVxy5Krgy
Rather than claiming the usual resolutions about gym memberships, cleaner diets, and stricter budgets, why not reclaim more of your most valuable asset – your time. Read our latest blog to see how to buy back your time in 2026.
Instead of setting vague goals for a distant future, focus on actionable resolutions today that will make your retirement a reality. Learn about which steps you can take NOW in our latest Financial Pulse.
Don't miss the fun! Join us for an exciting game of broomball on Friday, December 12th. Admission is free, but all guests are requested to consider a $2 donation to benefit Welcome Inn and Outreach on 7th, two vital organizations that support the unhoused in southern Oakland County. https://t.co/5KByLwkjP8
Roth conversions can help you manage your taxable income in retirement. Read more about how Roth conversions could help you build retirement flexibility in our latest blog.