Law Changes

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2025 & Beyond: Your Post Election Investment & Economic Perspective

By Melissa Joy, CFP®, CDFA® / November 8, 2024

As we turn the corner from the election season that dominated the 2024 news cycle, we have results and perspective for what’s next when it comes to investments and the […]

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When Banks Fail: Understanding the Causes and Consequences of Bank Failures

By Melissa Joy, CFP®, CDFA® / March 15, 2023

Bank failures can be a scary and concerning prospect for the public, but it is important to understand what they are, why they happen and what you can do to […]

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Inflation Reduction Act

By Alexa Kane, CFP®, CDFA® / September 23, 2022

The Inflation Reduction Act, a version of last year’s Build Back Better, passed in mid-August 2022 and is meant to help bring inflation back down to normal levels and combat […]

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House Democrat Tax Proposal: What You Need to Know

By Melissa Joy, CFP®, CDFA® / September 20, 2021

The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build-out and climate policy. While it is […]

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Important Financial Considerations for Michigan No-Fault Insurance Reform

By Melissa Joy, CFP®, CDFA® / June 30, 2020

How do you make decisions with the Michigan auto insurance changes taking place this summer? You need to consider your personal circumstances and risks as you make decisions based on […]

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CARES Act Resource Guide

By Melissa Joy, CFP®, CDFA® / April 3, 2020

  Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under […]

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