Know someone who could use financial guidance? We’re never too busy to help someone you care about. Reach out—we’re happy to lend a hand.

Want to make a greater impact with your charitable donations? Check out our latest tips for meaningful and effective charitable giving.

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.

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.

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.

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

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.

Two major banks collapsed in three days, with a third in Europe teetering. Here’s what consumers need to know about safeguarding their savings.

Every retirement looks different, and you deserve one that makes you happy. Here are some tips on preparing for a happier retirement.

Need to revamp your finances in 2023? Check out these 10 tax-planning strategies to put into place in 2023.

As we wrap up 2022 and say hello to 2023, we wanted to share a helpful checklist for small business owners to help set them up for a successful New Year.