Category Archives for "Financial Wellness"

Jan 16

Start Your 2018 Tax Planning Now

As anyone could imagine, the hottest topic in wealth planning right now is trying to decipher the impacts of the Tax Cuts and Jobs Act Of 2017.  I am currently working on a summary of the tax legislation which I will publish later this month.  But for now, I think that it is prudent to […]

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Dec 19

Investing in the Middle

Below is a very relevant Ted talk for this time of year which features a friend of mine Bill Kieffer.  Bill is someone who had a very successful military career and was able to transition that success into the business world specifically in Human Resources. While many people will be taking take time off over the next few […]

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Jan 20

What is means to be a Certified Financial Planner CFP®

I wanted to articulate in broad terms what some of the designations that I carry at TAMMA mean and how those may impact those who choose to work with TAMMA.  Not every financial advisor is a CFP® or RIA. And believe it or not, not all people in the financial industry are required to be […]

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Mar 12

Inc Magazine: The Rules For Success

Inc Magazine recently featured several high profile entrepreneurs some of whom you may have heard of while others may be new to your world.  Each of them addresses lessons learned along the way in the careers including the ups and downs.  For people struggling with their own businesses or careers, something here could spark a […]

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Mar 02

What To Do When You Inherit or Receive New Money

TAMMA was recently featured in a soon to be released Spring 2013 Supplement presented by The Community House here in Birmingham, MI.  Our selected topic was to discuss what people should do when they inherit or receive new money.  Below is the article that we wrote in addition to the full supplement of "As Life Happens" pieces that […]

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Feb 25

Josh Linkner

Josh Linkner, author of Disciplined Dreaming and CEO and Managing Partner of Detroit Venture Partners is a new columnist in the Detroit Free Press.  Although we have not read his book, the TED video below gives you good insight into his ideas and personal style regarding business and creativity.

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