fbpx
Jun 07

How to Develop Your Own Personal Financial Statement

Does this sound like you, “We don’t have any money at the end of the month.  We’re not saving enough or investing anything for retirement, and we’re going to be sending our daughter to college next year.” Your money follows your personal interests.  What you spend your money on shows what is important to you.  […]

Continue Reading
May 27

The Stock Market is Not the Economy

John Rekenthaler, who is Vice President of Research for Morningstar, wrote a piece recently, The Stock Market Is Not the Economy.  In his article, Rekenthaler noted that stock prices are only tenuously connected to general economic conditions. Rekenthaler went on to say, “For one, stocks anticipate future developments rather than dwell on current affairs. For […]

Continue Reading
May 08

Spring Clean Your Finances; 5 Ways How to Get Organized

Now that we have made it through another tax season, it is finally time to look forward to Spring.  Although, depending upon where you live, the spring season could be fleeting as they often are in the state of MI.  Regardless of the weather, Spring from a financial calendar standpoint means it time to get […]

Continue Reading
May 04

How to Buy or Sell a House During the Coronavirus

As we all adjust to our new normal with people working from home, children being homeschooled, and a shelter in place order being enforced in most states, the real estate market has also adjusted to a new home selling reality. Although the Coronavirus has ground most economic activity to a halt, it has not entirely […]

Continue Reading
Apr 01

How The CARES Act Could Impact You

With the passing of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, I wanted to highlight a few of the critical points that could impact you and your family. Tax Rebates Taxpayers with no tax liability would receive $600, and the amount increases dollar for dollar for those with a tax liability up to […]

Continue Reading