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How To Continue A Legacy With An Inheritance

An inheritance is a wonderful gift but it is also marked by a time of loss and grief. Balancing these conflicting realities can be difficult for many people, leaving them feeling lost and unsure of how to proceed.

February 28, 2020/by Greg Carrico

The Best Volunteer Opportunities Near Macomb County, MI

What does giving back mean to you?

A few words that come…

February 14, 2020/by Greg Carrico

5 Things You Need To Know About ETFs

What are exchange-traded funds and how can they impact you? Let’s take a closer look.

February 1, 2020/by Greg Carrico

How To Look At Your Legacy In A New Way

We think of a legacy as a thing left behind: an estate, a valuable, a possession, a physical marking of someone who has passed. But after digging deeper into the meaning of legacy and where it comes from, we found something that got us thinking about legacy in a new way.

January 15, 2020/by Greg Carrico

What Is The SECURE Act and How Does It Impact Retirees?

The “Setting Every Community Up for Retirement Enhancement…

January 1, 2020/by Greg Carrico

How To Leave A Legacy Today

How can you make the most of creating your legacy and what avenues can help you start today? Discover that and so much more with us today!

December 15, 2019/by Greg Carrico

The 6 Key Elements Of A Strong Estate Plan

Estate planning is a complex process, one that is unique to each person and situation. But while each outcome will vary, estate plans start with the same basic structure. Today, we would like to walk you through the basic documents in an estate plan, keeping in mind that yours may look different based on your financial and personal goals.

December 2, 2019/by Greg Carrico

Invitation!

Welcome my Friends! This is your first post. Edit or delete it, then start blogging!

April 17, 2018/by Lindsey Siehda