Estate Planning & Preservation

02/05/2024

How the interest rate pause could help credit card users.
Take a look at this article with Owner/President Dawn-Marie Joseph, as she was interviewed by CBS News regarding the credit card pause on interest rates.

The recent Fed rate hike pause could be good news for credit card users. Find out more here.

01/29/2024

Dawn-Marie Joseph with CBS News have some ideas on how to make some extra cash in your free time. Chances are that you've been feeling inflationary pressure recently. And, in turn, it may seem like your hard-earned dollars don't go as far as they once did. Read on for ideas:

Inflation is hitting home and more money can help. Here are five ways to make extra cash in your free time.

01/08/2024

2024 is here and Dawn Marie Joseph shared some insightful tips with ABC 12 on how to improve your finances in 2024. Give us a call and schedule an appointment to discuss your financial goals. Take a look:

Dawn-Marie Joseph of Estate Planning & Preservation provided some simple steps people can take to improve their finances in 2024.

12/23/2023

We want to wish our wonderful clients a Merry Christmas and a prosperous and healthy New Year!

10/30/2023

Should Retirees take out a home equity loan? Owner Dawn-Marie Joseph was interviewed by CBS News - great food for thought. Need helping planning for your retirement? Give us a call 517-655-7879.

Home equity loans could help retirees with unexpected expenses, supplemental income and more.

10/25/2023

Interesting to hear what many financial experts say was their biggest spending regret. Owner Dawn-Marie Joseph was interviewed by Huffpost for this insightful article - hopefully this may help you avoid some of these mistakes.

These purchases did not reflect wise decision-making, but at least we can learn from them.

10/16/2023

Owner Dawn-Marie Joseph was interviewed by WILX regarding Social Security benefits increasing by 3.2% next year. Watch the link below. If you need help with your finances or retirement - we're here to help. Give us a call 517-655-7879.

People who collect social security benefits are about to get a raise. According to the Social Security Administration more than 71 million Americans will see a 3.2% increase in 2024.

10/16/2023

October is Financial Planning Month - here's an interview with Dawn-Marie Joseph as she gave financial planning advice to ABC 12. If you need help planning for your financial future or preparing for retirement, give us a call. 517-655-7879

Dawn-Marie Joseph of Estate Planning & Preservation offers advice for how to participate in Financial Planning Month.

10/10/2023

Paul Joseph will be helping Gorsline Runciman celebrate 120 years in the Lansing community at their Fall Celebration on October 22 from 2-5pm. He will be on hand with information about planning your estate or probating your estate. Stop by and talk with him.

09/20/2023

Don't be a BOOMER that gets caught in these money traps. Owner/President Dawn-Marie Joseph was interviewed by MSN for this informative article. Let us help you with your finances and retirement. Call us 517-655-7879.

If you're a boomer -- also known as someone who was born between 1946 and 1964 -- you're either fast approaching your retirement years, or you've already arrived. Either way, the financial choices...

08/23/2023

Another great article with insight from Owner Dawn-Marie Joseph as published by Investopia.

The right number of savings accounts will depend on your personal situation, and sometimes you can benefit from having more than one. Learn what factors to consider.

07/12/2023

Saving up is always the best choice for a trip, but sometimes you need to fund your vacation another way. Owner, Dawn-Marie Joseph was interviewed in this US News article on that exact topic. If you need help saving or planning for your next trip or retirement - give us a call 517-655-7879.

Saving up is always the best choice, but sometimes a vacation loan is necessary.