Strategic Planning Concepts

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Strategic Planning Concepts Our mission is simple yet profound: to provide you with a comprehensive suite of financial services tailored to your unique needs and aspirations.

What does it actually cost to raise a child? You might be surprised.
10/28/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

U.S. Service Members should consider taking advantage of programs that are available.
10/24/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
10/21/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
10/17/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
10/14/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/14/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Some diets lighten nothing but your wallet. Here’s a few to avoid.
10/10/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Are you planning to work after taking Social Security benefits? Know the rules.
10/07/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/03/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
09/30/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Address

3310 W Big Beaver Road, Suite 137
Troy, MI
48084

Telephone

+12484580300

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