VLOGS

When you start a new job or retirement plan you might get a thick book with a bunch of confusing information. We are here to help. Bring it into the office and we will help you manage it.

When searching for a Financial Advisor it is important to look for the abbreviated letters behind their name. Have the right credentials/designations makes all the difference when it comes to education and making sure they will do what's best for their clients.

Kyles shares what he believes are the top three financial mistakes and how you can avoid them. 1. No Rainy Day Fund 2.Failing to Utilize Employer-Sponsored Plans 3. Emotional Investing

For our first educational moment, Brandon will be discussing the three C's of 401k rollovers and three reasons you may want to consider a 401k rollover.

This week's episode wraps up the Retiree Series. Kyle and Ronnie spend some time going over all the topics of the series, as well as, how FSG differentiates when helping the retiree. Ronnie's article covers more on the topic: https://fsgmichigan.com/blog/how-is-fsg-different-when-it-comes-to-helping-the-retiree

Brandon and Brice talk about using Qualified Charitable Distributions to avoid being taxed and go directly to the charity. You could also use the strategy for your RMD if you are of RMD age.