Filed under: Education and Insights
by Patrick Hannon, CFP® Filing for Social Security benefits may be one of the most important financial decisions you make. It’s also one of the hardest. The variables to consider include longevity, continued employment possibilities, cash flo...
Filed under: Investing
Financial markets in the first few months of 2018 have already demonstrated more volatility than during the entirety of last year. While we can never know for certain why markets behave the way that they do, we feel that a combination of geopol...
Filed under: Client Photo Event
As a client of Planning Alternatives, you are invited to attend our 2018 Photo Contest. Guests are welcome! OUR THEME: SPLASH OF COLOR. DATE: Thursday, September 20, 2018 LOCATION: The Detroit Zoo, Wildlife Interpretive Gall...
Filed under: Education and Insights
If you couldn’t attend the Outlook 2018 webinar, don’t worry, we recorded it! Please click the link below to view the webinar. Topics include: An overview of the recent tax law changes and what they mean to you. Our outlook for the ec...
Filed under: Investing
Financial markets declined in the past few days after an unusually long period of muted volatility. Please view the video below to hear thoughts from Jim Long, Director of Investments and Nathan Mersereau, President of Planning Alternatives, reg...
Filed under: Thoughts on Money
President Trump signed sweeping tax legislation into law on Dec 22. Most of the bill’s provisions are due to take effect January 1, 2018. Many areas are impacted including: There will be 7 tax brackets, with the highest being 37% The personal ...
Filed under: General
Thank you to everyone who participated in our Client Photo Contest. We enjoyed all the creative submissions depicting the theme of INSPIRATION. Our judge, Monte Nagler commented, “Each year the caliber of the photos has risen, making it harde...
Filed under: Education and Insights
Did you know that according to the Tax Foundation, the average American pays more in taxes than for food, clothing, and housing combined? Given the hustle and bustle that comes with the season, be sure to make time to connect with your tax and f...
Filed under: Education and Insights
Making a charitable donation is not only a chance to make a difference, it’s also an excellent way to reduce your tax burden for the year. To provide timely education and insights, we are pleased to announce Kim Laughton, as our guest sp...
Filed under: What Matters Most
Planning Alternatives + Capelli Financial Nathan Mersereau, President and owner of Planning Alternatives, and Marilyn Capelli Dimitroff, founder of Capelli Financial, have a conversation about their four-year journey, merging two financial plann...
Filed under: Client Photo Event
Where Do You See Inspiration? We invite you to capture an inspirational moment and submit it for our annual photo contest. All clients are welcome to participate — you don’t need to be an experienced photographer to enter or win! Our 2017 Th...
Filed under: Education and Insights
While we may not be mentally prepared to think about it, back-to-school planning is right around the corner! Let’s spend time reviewing some college planning fundamentals and clear up a few of the misconceptions about preparing for the cost of...
