Kaydan Wealth Management

05/30/2026

🗓️ Save the Date!

Identity theft and fraud continue to rise, and securely disposing of sensitive documents remains one of the simplest ways to help protect yourself.

Join us for Kaydan Wealth Management's 12th Annual Community Shred Day.

📅 Friday, June 26, 2026
🕙 10:00 AM – 1:00 PM
📍 329 W. Silver Lake Road, Fenton

✔ Secure on-site shredding by Shred-it®
✔ Drive-through convenience
✔ Up to 10 boxes per person
✔ Open to the community

Bring your old documents, invite a friend, and help reduce the risk of identity theft.

Learn more and RSVP:
https://www.kaydanwealthmanagement.com/shred/

05/29/2026

🎓 Happy 529 Day!

One minute you're attending kindergarten graduation. The next, you're touring colleges.

Kids grow up fast, and many families use a 529 plan to help prepare for future education expenses. Starting early may provide more time for savings to grow and can create greater flexibility when those expenses arrive.

One of the most common questions we hear is:

"How do I save for my child's future without sacrificing my own retirement?"

The best approach is often one that balances both goals.

Whether you're just getting started, contributing to an existing 529 plan, or wondering if you're on track, we're happy to help.

Let's build a plan that supports both of your futures.

P.S. Congratulations to Alicia, daughter of our own Jen Slater, CFP®, CRPC®, on her recent high school graduation! We wish her all the best as she begins her next chapter at the University of Michigan this fall. 💙💛

05/01/2026

What if retirement isn’t about hitting a number… but improving what you already have?

That’s the idea behind a new tool we’ve developed called the Retirement Readiness Report, designed to bring those gaps into focus.

At Kaydan Wealth, the focus isn’t just on account balances. It’s on what’s missing.

Many people assume they’re “on track” because their savings look solid. But when you start asking deeper questions, things change:

Are you being tax efficient over time?

Is your income strategy built for real life?

Are there missed opportunities hiding in plain sight?

In this clip, Jim Kruzan shares how small adjustments can create more cash flow, more flexibility, and ultimately more freedom in retirement.

So here’s the question:

Have you ever looked at your plan and wondered what might be missing?

Listen to the full episode here: https://bit.ly/42B0zpE

And if this resonates, share it with someone who should hear it.

04/17/2026

Retirement doesn’t stay the same.

And that’s actually a good thing.

After the early years filled with travel, bucket list experiences, and big moments, something shifts. Life settles into a rhythm.

You’re still active. Still connected. Still enjoying life.

But you’re not spending the same way anymore.

In many cases, spending drops naturally, not because you’re cutting back, but because your priorities change.

That middle phase of retirement often gets overlooked in planning conversations, yet it’s one of the most stable and fulfilling periods.

Have you thought about what your “middle chapter” might look like?

👇 Share your thoughts in the comments

If you want to hear how this fits into a broader retirement strategy, check out the full episode and share it with someone who’s planning their next chapter.

03/27/2026

When retirement is framed as one long, steady chapter, the stakes feel high. Spend too much now and you worry about later. Spend too little and you wonder what you’re missing. But what if retirement is better understood as three chapters, each with its own pace and priorities. Discover how we may help you map out your retirement chapter! Call us 810-354-7976 to get started.

New research challenges old ideas of retirement.

03/20/2026

Early retirement often brings momentum. Mid-retirement brings rhythm. Later years shift toward stability and care. Does your financial plan adjust as life does? We’re here to support you through every chapter of your retirement journey! Get in touch with us at 810-354-7976.

What is the point of retirement?

03/17/2026

Tax rules change every year. What you learned five years ago might not apply today. This 2-minute quiz is a simple way to check your assumptions and see where a quick refresh could help. Give us a call at 810-354-7979 to discover how we may be able to assist you by encompassing tax management and strategies into your overall financial planning.

7 quick questions. A few surprises along the way.

03/13/2026

One of the top retirement fears is running out of money. But what if the bigger risk is holding back too much in the years you’re healthiest and most active? Explore how we may be able to assist you by taking the next step in crafting a retirement plan! Reach out to us at 810-354-7976.

Data shows retirement rarely follows a steady path.

03/10/2026

Most people file taxes every year, yet many are unclear on fundamentals like deductions, refunds, and IRS rules. This short quiz is about awareness. Take two minutes to test your tax knowledge and see where a little clarity could make a difference. Reach out to us at 810-354-7976. Let's talk about how we may support your financial planning with tax management and strategies.

A quick quiz to test the basics. No math required.

03/06/2026

Retirement isn't just one long, continuous chapter. Research reveals that it often unfolds in three unique phases, each with its own spending patterns and priorities. Are you preparing for just one version of retirement, or are you ready for all three? We're here to help you navigate your retirement planning journey! Give us a call at 810-354-7976.

Retirement is for living, not just saving.