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
Ronnie explains in this week's Educational Moment, 3 of the best practices on transferring real estate to your loved ones.
In this week's True Finance, Ronnie chats about the importance of having your affairs in order and taking care of your loved ones.
This week Ronnie states the importance of having beneficiaries on all your financial related accounts so that your finances are in the right hands when the time comes.
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.