Personal Life Cycle: Mid- 60's: How to Prepare
In our last and final phase of the Personal Life Cycle, Kyle sits down with Kate of Hude Legal Services to discuss optimizing your retirement plan to ensure your loved ones are left without burden.
In our last and final phase of the Personal Life Cycle, Kyle sits down with Kate of Hude Legal Services to discuss optimizing your retirement plan to ensure your loved ones are left without burden.
In this week's Personal Life Cycle series, we are wrapping up our Middle-Aged series with Kyle, Amy, and her husband Casey. With two children, they are working on a plan to make sure that they are taken care of in the future.
In this week's Personal Life Cycle series, Justin sits down with Haley and Brad to talk about starting a family and how to prepare for their family's future.
Is financial planning only for the wealthy? Catch Kristin this week as she cracks the truth on this myth! You can view more related content below: https://fsgmichigan.com/blog/secure-act-what-you-need-to-know-now https://fsgmichigan.com/blog/best-college-saving-strategies https://fsgmichigan.com/vlog/educational-moment-do-you-need-a-financial-advocate https://fsgmichigan.com/vlog/retirement-a-balancing-act
This week Mark illustrates the importance of having your affairs in order. Don't wait for something bad to happen before addressing it. We can help button up these issues beforehand so that you are prepared.
In this week's Educational Moment, Kyle reviews family offices. Family offices include financial planning, estate planning, and accounting/CPA all under one roof. While these offices may be a good solution for some, Kyle shares his reasoning for working with independent individuals and the checks and balances those individuals provide.
Brice shares a story from the past that details the importance of Estate Planning and how it can benefit you or a family member.
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