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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Financial Planning: How to Avoid 5 Common Mistakes I See

October 9, 2025

Financial planning is a continuous process of setting goals, making informed decisions, and adjusting your course as life unfolds. But without proper guidance, it’s easy to fall into traps that can easily derail your progress.

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The Doctor’s Dilemma: Balancing Practice Growth and Personal Wealth

September 18, 2025

Many physicians think of medicine as more than a profession. It's their calling. Yet even the most dedicated doctors face a reality that can't be ignored: the financial complexities of building wealth while balancing the demands of a high-stakes career.

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Financial Planning for Education

August 13, 2025

Smart financial planning today can make college more affordable tomorrow. Here’s how to save, plan, and prepare for rising education costs.

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