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Unlocking Retirement Wealth for Small Business: A CPA's Guide

Are your small business clients maximizing their tax deferrals and wealth accumulation? Discover how tailored retirement plans can transform your small business clients' financial future. Dive into our exclusive insights and a compelling case study. Consider this a roadmap to enhanced financial security for your clients. Enhance your advisory services and the client’s journey to a prosperous retirement!"
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CPAs Use SECURE 2.0 to Advise Small Business

Are your small business clients prepared for the retirement planning revolution? Discover how the sweeping legislation in SECURE Act 2.0 is transforming the retirement landscape for small businesses and their employees. With significant changes on the horizon, CPAs have a unique opportunity to lead their clients through a new era of retirement benefit planning. Read our latest insights to explore the role financial literacy plays in “financial fitness”..
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Small Businesses Use Retirement Plans to Attract & Retain Employees

CPAs: Are your small business clients improving their chances for a secure retirement, by leveraging the newest legislation? Discover how the latest legislative changes introduced by SECURE ACT 2.0 can revolutionize retirement planning for your small business clients. Our latest insight delves into the financial incentives that now make it easier for small businesses in Metro Detroit to offer robust retirement plans. Uncover the implications of these changes...
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2024 Retirement Plan Limits

We are pleased to announce, the updated 2024 401k retirement plan contribution limits have been released. As your dedicated wealth management partner, we are here to guide you through the implementation of these changes, ensuring you make the most of these enhanced opportunities for long-term financial success.  Read on for more information including a convenient summary for you to download.
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Market Update: Navigating the Economic Landscape (Fall 2023)

As we bid farewell to October and welcome the holiday season—my personal favorite time of the year—this is a good time to share a message with our valued clients, business partners, and friends. We're rapidly approaching the end of 2023, making this an opportune time to reflect on the current economic landscape and discuss strategies for navigating the 2023-2024 market cycle. Whether you're an investor, business leader, or simply interested in economic trends, read on for insights ...
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401(k) "Emergency Account" Expands Employee Benefits

In today's unpredictable economic landscape, employees' financial well-being has emerged as a central concern for employers. The stress of unexpected expenses can lead to a distracted, disengaged workforce, impacting overall productivity. But what if there was a way to not only bolster employees' financial security but also strengthen their confidence in their future?
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Backdoor Roth Conversion

A backdoor Roth IRA contribution can be a great way for high-income earners to convert their traditional IRA to a Roth IRA... if they qualify.  Here is a simple flowchart to help determine if this tax reduction strategy is right for you.
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Beneficiary Review

Beneficiaries are not always top of mind, but we think it's important to review them on a regular basis (at least annually).  Named beneficiaries can help avoid probate and simplify estate administration.  Here is a simple checklist of things to consider when reviewing your beneficiaries.
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Travel Planning Tips

If you're anything like us, you're thinking about your next vacation - hopefully somewhere sunny and warm!  Here are some travel planning tips for your next big adventure!
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Tax Data Gathering

What data should you have available for filing your 2022 taxes?
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New Year Considerations

The start of a new year provides the opportunity to update your financial plan and goals. We've broken down a few items that may be helpful to consider.
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2023 Important Numbers

With the start of a new year comes updates to many important numbers - contribution limits for retirement accounts and Health Savings Accounts, gift exemption limits, as well as the wage base for Social Security taxes.
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Financial Insights - Dollar Cost Averaging

Victor Hicks interview with Sandra Kerr regarding dollar cost averaging.
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401(k) Insights - Inflation Concerns for Employees

Sandra Kerr interview with Victor Hicks regarding inflation's impact on employees.
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Reading, Writing, Inflation, Oh My!

Victor Hicks interview with Sandra Kerr and Rhoda Woods regarding inflation's impact on the Back to School 2022 season.
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Sandra Kerr Interview - April 2022 HSAs

Sandra Kerr April 2022 interview regarding Health Savings Accounts (HSAs).
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Victor Hicks Interview - April 2022 Inflation and Unemployment

Victor Hicks April 2022 interview regarding unemployment and current inflation.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck