Blog

Insights

Signup to never miss a post!

The Open Enrollment Mistakes I See Every October

October 16, 2026

Two enrollment windows open at the same time every fall. Benefits packets land in inboxes across Metro Detroit, and Medicare’s Annual Enrollment Period runs October 15 through December 7. Both ask people to make decisions that hold for a full year. Both tend to get decided in a hurry.

Continue Reading

Multi-Generational Wealth: Building Financial Bridges Between Generations

September 16, 2026

Wealth moves between generations whether or not a family plans for it. Here is how to build the bridges first.

Continue Reading

Multi-Generational Wealth: Building Financial Bridges Between Generations

August 19, 2026

Wealth moves between generations whether or not a family plans for it. Here is how to build the bridges first.

Continue Reading

Planning Your Great Lakes Retirement

July 21, 2026

Retirement in Michigan can offer the best of both worlds: local roots and Great Lakes living. But where you live, how you manage taxes, whether you snowbird, and how you plan for healthcare can all affect your retirement picture. In my latest article, I share what Michigan retirees should consider when planning a Great Lakes retirement.

Continue Reading

Navigating the New Executive Pay Structure: ESG, Clawbacks and Complex Incentives

July 2, 2026

For many leaders, total compensation may include base salary, annual bonuses, restricted stock units, stock options, performance shares, deferred compensation, retirement benefits, insurance coverage, severance provisions, and other executive benefits.

Continue Reading

Is Detroit’s Comeback Your Financial Opportunity?

May 14, 2026

Detroit has always known how to come back. I've been getting the same question from clients lately. Should Detroit be part of how I invest? Here's the trap most Michigan families miss. If your home, job, and business are all here, you already have a lot riding on this region. Adding Detroit-focused investments on top isn't diversification. It's doubling down.

Continue Reading

5 Tax Strategies Every Business Owner Should Be Using

April 17, 2026

Running a business means making important decisions every day. You manage expenses, evaluate growth opportunities, and look for ways to improve efficiency. But one area many business owners do not revisit often enough is their tax strategy.

Continue Reading

5 Catch-Up Retirement Planning Steps for Business Owners

March 26, 2026

Falling behind on retirement savings? Business owners can still catch up with these 5 steps. Smart planning makes all the difference.

Continue Reading

The Engineer’s Approach to Wealth Building: Precision Meets Financial Planning

March 5, 2026

Executives build wealth with discipline, systems, & data-driven decisions. Martin Swiecki is a financial advisor at The Valletta Group in Northville, Michigan.

Continue Reading

4 Vital Financial Planning Tactics in a Volatile Economy

January 15, 2026

Feeling uneasy about the economy in 2026? These four financial planning tactics can help you stay grounded, even when the economy feels unpredictable.

Continue Reading

One Big Beautiful Bill: Year-End Tax Planning Insights

December 18, 2025

The One Big Beautiful Bill Act is reshaping year-end tax planning. See what business owners, executives, and professionals should know before December 31.

Continue Reading

Is Return-to-Office Having You Question When It’s Time to Retire?

November 18, 2025

Your Guide to the Pension vs. Lump Sum Decision. If recent return-to-office policies have you reconsidering your retirement timeline, you're not alone.

Continue Reading

Free resource

Discover the Top 10 Tax Saving Tips to Grow Your Business this 2025