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Educational Moment- Affairs in Order Thumbnail

Educational Moment- Affairs in Order

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.

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BrokerCheck Demonstration Thumbnail

BrokerCheck Demonstration

Brice recently received an invite to a FREE retirement planning dinner. Upon further inspection, it turned out the host of this dinner was not a properly licensed financial advisor! Watch out for these "FREE" sales presentations. In this video, Brice demonstrates how you can use BrokerCheck.com to look up financial advisors and check their credibility.

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Lansing BWL 401k and 457 Thumbnail

Lansing BWL 401k and 457

A special message from Mark Carter. No matter your age or if you're working or not working, we can help manage your 401k and 457. Contact our office today to schedule, 800.804.0420 or https://fsgmichigan.com/contact

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2019 Standing Letter of Authorization Thumbnail

2019 Standing Letter of Authorization

You may receive a Standing Letter of Authorization for all your accounts in the mail soon. This is an annual mailing that is sent from TD Ameritrade. Kyle goes in-depth on what you should expect to see in the letter and what it means for your accounts. Please reach out to us if you have any questions on this.

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