Tax season can be a particularly active time for fraud and identity theft, especially because technology can make it easier for criminals to pose as the IRS. Tax season is … Continued
It is never too early to start planning tax reduction strategies. While a number of changes to the tax code are being debated in Congress, taking time to review your … Continued
It’s important to complete tax planning before the year-end. Please review our Updated Tax Checklist below. Print it out and take 15 minutes to highlight items you need to … Continued
On July 2, 2020, a new no-fault auto insurance law will come into effect allowing Michigan drivers to select their level of Personal Injury Protection (PIP). PIP is the coverage that pays … Continued
On December 20, 2019, President Trump signed, The Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Below are some of the key changes: 1. Reduction to the … Continued
The last thing you may want to think about when a loved one passes is financial matters. Managing the finances of someone who has died may seem overwhelming if you … Continued
President of Planning Alternatives, Nathan Mersereau, CFP®, and Advisor, Angelo Leslie, discuss why the “Money: Is It Black or White?” initiative is important to community and the firm. IN 2018, … Continued
We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 and older is projected to more than … Continued
