Blog
Washington Gone Blue
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...
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Why I Became A Financial Advisor
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...
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Why I Became A Financial Advisor
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...
Read MoreOutlook 2021: Where We Are and Where We're Headed
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...
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Navigating The DTE Energy 401(k) Plan
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...
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Case Study: How A Professional Engineer Saved Big On Taxes
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....
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