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Tuesday, September 20, 2022

Learn how our team-based approach to financial planning and investing can help you enjoy the best client experience.

Thursday, August 11, 2022

Want to make sure your children are learning good money habits? Check out these 5 tips to get you started today.

Wednesday, July 20, 2022

Discover how the Center for Wealth Management helps clients navigate their financial goals with confidence!

Friday, July 15, 2022

Are you worried about running out of money in retirement? Here are 3 ways to make your money last a lifetime.

Thursday, June 30, 2022

These 6 financial mistakes are far too common and can cause harm to your financial future. Are you making any of them?

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Tuesday, June 14, 2022

Does the state of the world and the markets have your head spinning? Shake off some of that stress while Center for Wealth Management watches over your money.

Monday, May 16, 2022

Do your friends and family need a trusted financial advisor? We at Center for Wealth Management are here to help.

Friday, April 29, 2022

What does financial success look like? It may be different for everyone, but these 6 habits give a good picture of how to reach this goal.

Tuesday, April 12, 2022

Where will your retirement money come from? A 401(k) can be a powerful tool, but here's why maxing it out might not be the best strategy.

Friday, March 25, 2022

Do you know someone who needs some financial help? Send them our way so they can experience the difference of Fiduciary Wealth Management!

Thursday, March 3, 2022

It’s good to have plans, but sometimes reality doesn’t match up. Here’s why you shouldn’t bank on retiring later.

Tuesday, March 1, 2022

The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves.

Monday, February 28, 2022

When’s the right time to downsize? How will an inheritance impact my retirement plan? When should I retire? Justin helps clients answer these questions and more!

Tuesday, January 25, 2022

Don’t let short-term market fluctuations derail your portfolio. Protect your wealth with these six steps.

Tuesday, January 4, 2022

Is your financial plan ready for 2022? We’re here to partner with you in creating a financial plan to meet your goals for this year and beyond.

Monday, January 3, 2022

Have you ever wondered what you should ask a potential financial advisor before you work with them? Here are 10 questions to get you started.

Monday, November 22, 2021

Our team brings extensive experience serving DTE Energy employees, some of whom began their careers with MCN Energy. We often find that when we initially meet with new clients, people don’t realize the importance of tax strategy...

Monday, November 8, 2021

By Robert Moore, CFP®, ChFC® and Justin Williamson, CFP® With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we...

Thursday, November 4, 2021

If you’ve been following the news lately, you’ve probably heard commentators and analysts debating about the dramatic rise of inflation and whether it is “persistent” or “transitory.” What may have...

Friday, October 29, 2021

As a professional engineer, you know the ins and outs of complex mathematics, applied force, and what Sir Isaac Newton said when an apple fell on his head. But do you know how to maximize your retirement plan in a tax-efficient way? If...

Thursday, September 30, 2021

The marathon to retirement has been long and challenging, but you’ve finally got the finish line in your sights! You didn’t reach this milestone without decades of hard work, calculating, strategizing, and saving, and...

Friday, September 24, 2021

I don’t think any of us have come out of the past year and a half without some significant “aha” moments or a new perspective on life. Pivotal moments and major upheavals tend to have that effect on us! As I have...

Wednesday, September 8, 2021

DTE Energy employees have access to a robust benefits package. Many people do not know all the benefits available to them, or how to identify the best options. It’s the time of year again to select your DTE (or other) workplace...

Monday, August 30, 2021

Although much of life feels uncertain right now, the last thing you want to feel unsure about is your retirement savings. But when you think of things that could wipe out your nest egg, like market turmoil, a personal tragedy, or a...

Friday, August 27, 2021

It’s been a little over 10 months since the passing of my wife, Heather. Shortly after she passed, I honestly believed I would be able to write an article such as this, espousing the newfound perspective and knowledge I had...

Wednesday, July 28, 2021

As nice as it would be, it’s impossible to live a life without mistakes. Thankfully, most mistakes are minor, don’t cause much regret, and give us an opportunity to learn. But financial mistakes? They’re in another...

Thursday, July 22, 2021

If you ask Google: “How much money do I need to retire?” you’ll get over 100 million results. Of course, this is an incredibly important question to consider as you plan and save for retirement, but you’ll also...

Friday, June 18, 2021

From the events of 2020 and 2021, many of us have learned the hard lesson that we can never, ever predict the future. Disaster of any nature can strike at any time and we may never be able to truly prepare for every future possibility....

Tuesday, June 8, 2021

A question that sometimes comes up during retirement planning is whether it makes sense to take a pension as a lump sum or an annuity payment. Many of my clients are employees of DTE Energy, and some current DTE employees originally...

Friday, May 21, 2021

An oft-overlooked, yet headache-inducing transition to retirement is the Medicare plan. Medicare offers a variety of enrollment options. These options give you the flexibility to choose components of the plan that you need, but they...

Thursday, April 22, 2021

One factor that sets me apart from other financial planners is my extensive experience and familiarity with the retirement plans offered through DTE, including plans carried over from MCN Energy. I have worked with hundreds of DTE...

Friday, April 9, 2021

It’s no secret that Americans seem to have a love affair with debt. At the time this is being written, the personal debt of U.S. citizens is an average of $64,145 per person. Secured debt like auto loans, mortgages, and rental...

Friday, March 26, 2021

The MCN Energy severance package was designed to equalize the retirement benefits between MCN and DTE Energy employees. Under the old MCN Traditional Pension Plan (TPP), employees are penalized for retiring before age 62, whereas the...

Wednesday, February 17, 2021

For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial...

Friday, February 12, 2021

At the Center for Wealth Management, we have worked tirelessly over the years to help employees of DTE Energy transition seamlessly into retirement. Below are a few case studies of actual clients who wanted to retire early and needed...

Monday, February 1, 2021

It’s no secret that for most Americans these days, Social Security is a significant retirement asset. Born out of the Great Depression as a retirement safety net, these days a record high of around 180 million people are working...

Friday, January 29, 2021

It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra decisions due to your career. When you need help, how do you know who to turn to? Who can you rely on to...

Monday, January 11, 2021

Wednesday, January 6, 2021, will be remembered in the history books—for a couple of reasons. First, while Congress met to count the inaugural votes, we anticipated that members from both houses would be objecting to electors from...

Thursday, January 7, 2021

For many of us, we grow up learning what we are good at and what we enjoy doing with our time. If we’re lucky, our skills and passions line up and we have the privilege of having a fulfilling career. That’s exactly how I...

Thursday, January 7, 2021

I’m often asked, as I’m sure many others are as well, why I chose to do what I do for a living. The question itself feels cliché, and I absolutely cringe when I hear it. I know there are some people that, when asked...

Tuesday, January 5, 2021

Outlook 2021: Where We Are and Where We’re Headed Presented by Center for Wealth Management As we approach the beginning of a new year and consider what it may bring, it’s helpful to reflect on the one now behind us. After...

Tuesday, December 15, 2020

As a DTE Energy employee, are you utilizing the 401(k) plan? There are some key advantages of leveraging the 401(k) to save for your retirement. The IRS increased deferral limits for 2021, allowing you to defer even more than last year...

Monday, December 14, 2020

You’ve worked hard your entire life, and now you are so close to retirement you can taste it. You’re thinking of retiring early. Good for you for being diligent and committed to saving for your retirement future....