As an undergraduate attending Oakland University, I was a pretty typical college kid. I was kicking around the idea of going to dental school, but hadn’t yet found my passion or my path in life. All I knew was that I wanted a job that could provide me with financial security and that excited me. I decided my best bet was to head to the school resource center and comb through job descriptions. I came across career info on stock brokers, and my interest was piqued.

Tax season is approaching quickly, so we've put together a tax preparation checklist for our clients in order to get the document collecting process started.

Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.

Tax season is right around the corner and before the end of 2020, you may consider spending a little time to plan out your 2020 taxes.

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Ask yourself these questions to help determine your risk tolerance.

You are 42% more likely to achieve your goals by simply writing them down. Learn this and 8 more tips to achieving even your hardest goals.