Is maxing out your 401(k) the smartest move for your retirement? Let’s explore the options to create a strategy that aligns with your goals.

While July started off the same way that many months have recently, which is more gains for large-caps and tech, the markets experienced a massive shift within U.S. equities that it hasn’t seen in a while. A cooler than expected inflation number in June raised the market’s expectation for more rate cuts later this year and that resulted in a revival in small-caps, value and dividend stocks.

Learn about the 2025 tax sunset and how it might affect you. John Benedict is a financial advisor at J2 Capital Management in Troy, MI.

Learn about estate planning for pets from John Benedict of J2 Capital Management, a financial services firm in Troy, Michigan.

Avoid 5 top business exit planning mistakes. John Benedict, a financial advisor in Troy, MI, specializes in serving business owners.

Are you a stability seeker? Thrive in a rising-interest-rate environment with savvy investment strategies from J2 Capital Management.

Learn healthy debt management with our guide on distinguishing between good and bad debt. John Benedict is a financial advisor in Troy, MI.

Plan now for Social Security benefits after a spouse passes. Read what John Benedict of J2 Capital Management says about survivor benefits.

Can you trust your financial advisor? Here’s how to know: Ask if they are a fiduciary. Here’s more about what that means.

Does your financial plan align with your personal values? Read these tips to make your money work in harmony with what matters most to you.

In our last market update on November 7th, our contention was the markets were mired in a 2-year bear market and a major pain point was the lack of upside participation from most stocks outside the “magnificent-7”.

Navigating your finances during the first decade of retirement is crucial. Make sure you avoid these top 5 money mistakes!

From a macro point of view, the U.S. market indexes have generated flat to negative returns for almost the past three years, with large rallies and drops producing no returns for investors outside a select group of technology stocks.

Independent contractors, your financial future matters too! Learn how to succeed with our tips on effective financial planning.

Don’t let excessive risk jeopardize your retirement! Discover the key to finding the right balance.

Curious about making the most of your financial journey? Here are 10 essential questions to ask your trusted financial advisor.

Thinking of retiring later? That may not be as reliable as you think. Read the potential risks and limitations of postponing retirement.

Taking care of your aging parents is a huge life change and can be overwhelming. Luckily we’re here to help you plan for that future.

Dreaming of retirement? Don’t wait for someday—start living your retirement dreams now. Here’s 4 tips to help you get started.

Want to learn a way to give to charity while taking advantage of tax benefits? Read the following guide to understand how.