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Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: [...]

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees today. Under [...]

Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over [...]