Finances

Record Retention Guide

Record Retention Guide

Clients are always calling our office asking how long we recommend they keep their financial records. Keeping good personal and business records is helpful for many reasons besides just taxes, such as when trying to obtain a new loan, for medical reasons or just for being organized. So today after Jim spoke to another client […]

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5 Financial Tips for Single People

5 Financial Tips for Single People

Almost half of all adult Americans—or nearly 100 million people—either have never been married or are divorced or widowed. Many of these people incorrectly decide that financial planning is something that only married people do, but it’s always advisable to make sound financial decisions that will pay off now and in the future. The Michigan […]

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