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Feb 22, 2021

Some experts agree that you should always keep some stocks in your retirement portfolio for this reason. Gary and Gerald clarify the importance. Plus, 1-in-3 Retirees say they’re not prepared for this retirement rule. Are you prepared for ALL areas of retirement? Plan a time for your complimentary financial review at


Feb 15, 2021

Marriage is about having a partnership in all areas, but wives are often left out of financial conversations. Gary and Laurel discuss the importance of both spouses being involved with the retirement planning process. Then, should we be bracing for a period when the market might not be “the way to go”? Take the...


Feb 8, 2021

This surprising new trend might work in real estate but proper retirement planning often requires more than what a robo-advisor might provide. Gary and Laurel explain what to keep in mind in the digital age. Plus, a survey to see how many baby boomers want to live to 100 rendered results that further prove the...


Feb 1, 2021

One of Michigan’s own is the lucky winner of the $1 Billion Mega Millions jackpot. Gary and Laurel talk about ways to manage that kind of money while pointing out that those who have much less will still likely need the same kind of professional advice in managing those savings.  Schedule a time to go over your...