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The Open Enrollment Mistakes I See Every October

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.
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Multi-Generational Wealth: Building Financial Bridges Between Generations

Wealth moves between generations whether or not a family plans for it. Here is how to build the bridges first.
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Multi-Generational Wealth: Building Financial Bridges Between Generations

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

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

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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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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