The information on our site is designed to inform, not instruct. If you're looking for financial guidance tailored to your needs you can
Schedule a FIT Meeting to learn how we may be able to help you pursue your financial goals.
Our blog is updated regularly, and here are a few of our favorites!
Investing, Staying the Course - The value of long term thinking.
Cheeseburgers, in Retirement? - A fun way of looking at the different components of a retirement plan.
New to Investing? Things to Consider. - If you're new to investing, this post may be for you.
We're happy to share our thoughts with our readers. Remember, we are conveniently located in Grand Rapids, MI, however also offer remote client services in select states. Contact Us for full information on remote client services.
As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...Read More
Financial literacy is a vital life skill that often gets overlooked in traditional education systems. It's the understanding of how money works, how to manage it, and how to make informed decisions that contribute to one's financial...Read More
Happy Vacation Season Grand Rapids and all! Now that summer is in full swing, it's the perfect time to take a trip. But sometimes, even your best-laid plans go a little off-kilter. Whether vacationing in West MI or flying out....Read More
The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.Starting September 1, interest will begin accruing...Read More
We are in an ever-evolving economic landscape, and one’s understanding of finance—financial literacy—plays a crucial role in making decisions that are informed on both the present and the future. While most of the...Read More
One unique form of employee benefit plans that provides workers with an opportunity to become partial owners of the company they work for, is an Employee Stock Ownership Plan (ESOPs). In an ESOP, eligible employees receive...Read More
Multi-generational wealth planning is a strategy that seeks to build and preserve wealth across multiple generations of a family. It's a comprehensive approach that involves not just investing and financial planning, but also...Read More
We understand that investing can be overwhelming and confusing. However, it's important to note that investing is a crucial aspect of building wealth and forging your financial future. Therefore, we encourage everyone to consider investing.Read More