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Detroit skyline at dusk with Renaissance Center and downtown skyscrapers along the Detroit River

Is Detroit’s Comeback Your Financial Opportunity?

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

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

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

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

4 Vital Financial Planning Tactics in a Volatile Economy

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

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?

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

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

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

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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