Making financial decisions easier

Blog post #449

Your financial life can involve many decisions, choices and emotions. We can help to make it easier for you to deal with.

Staying in the market and sticking with your long-term asset allocation plan during a pandemic is not easy, but it can be done. We have helped you with this and will continue to do so.

Choosing among the many choices of a 401(k) plan and saving for college can be overwhelming. We can help, as we have for many others.

Dealing with finances and financial decisions after the loss of a spouse is not easy. We can help you or those you know, as we have helped many others.

Determining how much you need to save, and how you much money you will need in retirement is not simple, but we can assist you with this planning process.

We remind you to focus on the long-term. The stock market often looks forward into the distance, not at today or the next few weeks.

Markets move on unexpected news, good or bad. We remind you not to focus on day-to-day market moves, which should increase your ability to realize your long-term financial goals.

Dealing with a pandemic is not easy. Dealing with financial decisions during a pandemic can be even more challenging. We are ready and willing to help you, with whatever financial decisions or concerns you may have.

In recent weeks, all remotely and virtually, we have helped clients with many different issues. These have included decisions involving their asset allocations, investing issues, charitable planning, mortgage and moving decisions, selling a house, generational planning and gifting, job changes, as well as assisting clients going through life transitions.

Helping you and your family to make better quality financial decisions is one of our primary roles. We do this by listening and talking with you. You can benefit from our decades of financial experience and hundreds of client interactions.

We realize that uncertainty always exists, as financial markets, tax laws, the world and your life circumstances are always changing.

We strive to make complicated matters simpler for you.

We strive to give you guidance that is in your best interest.

We strive to provide you with clarity and guidance, for whatever issues you may be facing.

In this time of extra uncertainty, we are confident that we can provide you, and those you care about, with solid financial advice. Talk to us. We are here for you.

Our firm has relationships with approximately 125 clients in 18 states, including Michigan, Florida, and many others. We work virtually with clients across the country, so we are well prepared to assist you, other generations of your family, as well as your friends.

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