Category: Education

Video

Mortgage Gimmicks Explained

Wayne Bell-Warren

As mortgage rates have surged to around 7% since 2021, lenders have employed creative strategies to attract borrowers. These include temporary buydowns, like Rocket Mortgage’s Inflation Buster program, which lowers the interest rate by one percentage point for the first year before reverting to the original rate. Cashback incentives, offering…

Categories: Education
Video

5 Ways to Protect Seniors from Financial Abuse

Thad Schlaud

To protect seniors from financial abuse, initiate regular family discussions to raise awareness, simplify their finances by reducing credit cards and consolidating accounts, and consistently monitor financial statements for suspicious activity. Ensure all legal documents are updated and securely stored, and caution seniors against sharing personal information over the phone…

Categories: Education

5 Helpful Tips to Use in Your Retirement Planning 

Wayne Bell-Warren

Retirement planning is an essential aspect of financial security, ensuring you maintain your desired lifestyle even after you stop working. A key component often overlooked in retirement strategies is life insurance. Life insurance can be a powerful tool for retirement planning. Whole life…

Categories: Education

5 Key Factors for Choosing Financial Services in Michigan

Thad Schlaud

Navigating the complex landscape of client financial services in Michigan requires a discerning eye and a deep understanding of what sets top-tier providers apart. It requires an in-depth understanding of how these services align with specific financial goals and needs. Top-tier providers stand out by demonstrating their capability to…

Categories: Education
Video

Unlocking the Power of our Professional Network

Jeff Ivory

This video highlights the diverse network of professionals that a service provider has encountered over the years, ranging from accountants to personal chefs. They emphasize their commitment to fostering relationships based on trust and expertise, aiming to simplify the process for clients seeking various professionals by leveraging their network. They…

Categories: Education
Video

Windfall Strategies in Retirement

Chad Wotton

Experiencing a sudden financial windfall, whether it’s from inheritance, winning the lottery, or a bonus, can evoke a mix of emotions. While it’s exciting, it can also feel overwhelming to decide what to do with the money. This video explores key considerations for managing such windfalls effectively.

Categories: Education
Video

Podcasts for Business Owners

Thad Schlaud

Today we are discussing podcasts for business owners. Having worked with many business owners, we have admired their unwavering dedication to continuous learning. We have curated a list of five informative and enjoyable podcasts for you to listen to.

Categories: Education
Video

Keeping Politics out of Your Portfolio

Jeff Ivory

Keeping politics out of your investment portfolio involves focusing on fundamental financial principles rather than making decisions based on political beliefs or events. Let me walk you through why prioritizing sound investment strategies over political considerations, can potentially achieve the most stable and consistent returns over time.

Categories: Education