Two Bird Wealth Strategies

Two Bird Wealth Strategies We provide comprehensive financial planning, investment management, education and proactive service designed to exceed expectations.

When people picture retirement, they often focus on a savings goal.The bigger question is what happens next.How will you...
06/03/2026

When people picture retirement, they often focus on a savings goal.

The bigger question is what happens next.

How will you spend your time? What will give you purpose? How might your lifestyle change over the years?

A retirement plan should account for more than finances.https://buff.ly/zESakIG

The S&P 500 just posted its ninth consecutive week of gains.At the same time, consumers continue to spend despite slower...
06/01/2026

The S&P 500 just posted its ninth consecutive week of gains.

At the same time, consumers continue to spend despite slower income growth and a lower savings rate.

Strong markets can make the story feel simple. The reality is often more nuanced.

This week's commentary explores what's happening beneath the headline numbers.
attention. https://buff.ly/xnAARLA

Roth or traditional IRA sounds like a simple choice.Then income limits, age, deductibility, and household details start ...
05/30/2026

Roth or traditional IRA sounds like a simple choice.

Then income limits, age, deductibility, and household details start getting involved.

The Roth IRA vs. Traditional IRA calculator helps you move past the general rule of thumb and compare which IRA contribution options your household may qualify for.

See what the numbers say before this year’s IRA contribution goes anywhere: https://buff.ly/xPB0enS

A Roth IRA conversion is not just moving money from one account to another.It is a tax-timing decision.For some savers, ...
05/29/2026

A Roth IRA conversion is not just moving money from one account to another.

It is a tax-timing decision.

For some savers, it may help create more flexibility later. For others, the upfront tax bill may not make sense.

See what to weigh before making the move: https://buff.ly/67ugAtP

Today we are celebrating Senior Client Operations Associate, Leslie Remy, and her 14th anniversary with the Two Bird tea...
05/29/2026

Today we are celebrating Senior Client Operations Associate, Leslie Remy, and her 14th anniversary with the Two Bird team! Since 2012, she has been a cornerstone of our operations team, steadily and carefully keeping things moving behind the scenes. From staying on top of clients' annual distributions and making complex processes feel manageable, to researching any question that comes her way, she handles it all with patience, kindness, and care.

It comes as no surprise that so many of our clients ask for her by name.

14 years of showing up, doing the work, and leaving her mark on this team. We are so grateful for you, Leslie!

Early retirement has a nice ring to it.More room for travel, family, projects, or just a slower morning. But the financi...
05/27/2026

Early retirement has a nice ring to it.

More room for travel, family, projects, or just a slower morning. But the financial side needs to support that freedom for the long run.

If stepping away early is starting to feel real, check how prepared you may be: https://buff.ly/hMEVxSi..

The rally is real. The question is whether it’s telling the full story.Stocks have pushed higher for eight straight week...
05/26/2026

The rally is real. The question is whether it’s telling the full story.

Stocks have pushed higher for eight straight weeks, but the bond market is moving in the opposite direction. Higher yields are not just noise. They point to inflation pressure, shifting rate expectations, and changing demand for Treasuries.

This week’s Market Commentary takes the wider view: where momentum is still working, where pressure is building, and what to watch from here.
https://buff.ly/1fSCkJU

This Memorial Day, we honor and remember the heroes who made the ultimate sacrifice for our freedom.
05/25/2026

This Memorial Day, we honor and remember the heroes who made the ultimate sacrifice for our freedom.

Retirement planning can feel abstract until you start putting real numbers behind it. Our 401(k) calculator helps you ex...
05/23/2026

Retirement planning can feel abstract until you start putting real numbers behind it.

Our 401(k) calculator helps you explore how your current savings, timeline, and contributions could affect your long-term retirement picture.

See where your current path may lead: https://buff.ly/ighxvUW

The life insurance you bought years ago may have been right for that version of your life. But income changes, family ne...
05/22/2026

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy: https://buff.ly/WqJiaRH

Address

5263 Plymouth Road
Ann Arbor, MI
48105

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+17345445050

Website

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