(734) 272-4224 | Client Access| Educational Resources

Check the background of these investment professionals on FINRA’s BrokerCheck

Blog

Blog - Page 10

2010 May Newsletter

MICHAEL D. RAUTIOLA, CFP®, ELIZABETH A. ALLEN, CFP®, ADAM J. FINCH, CFP® CERTIFIED FINANCIAL PLANNER™ Professionals

Planning Points Quarterly Newsletter

OUR THOUGHTS: This spring, as you’re cleaning up and sprucing up your surroundings, don’t forget to clean up your financial records. While it is tempting to either throw away everything or keep everything, neither of those options is particularly...
Read more

2010 March Newsletter

MICHAEL D. RAUTIOLA, CFP®, ELIZABETH A. ALLEN, CFP®, ADAM J. FINCH, CFP® CERTIFIED FINANCIAL PLANNER™ Professionals

Planning Points Quarterly Newsletter

OUR THOUGHTS: ROTH IRAS & POTENTIALLY TAX-FREE INCOME On May 17th 2006 President Bush signed the Tax Increase Prevention and Reconciliation Act of 2005 into law, which included $70 billion in tax-cut provisions and changed the eligibility rules for Roth...
Read more

2009 October Newsletter

ADAM J. FINCH, CFP® & MICHAEL D. RAUTIOLA, CFP® CERTIFIED FINANCIAL PLANNER™ Professionals

Planning Points RFC Quarterly Newsletter

OUR THOUGHTS:

ABOUT MEDICARE AND MEDIGAP COVERAGE Despite all the public discussion about healthcare, very few people under the age of 65 understand the basics of Medicare, the federal health program for seniors and certain disabled individuals, or Medigap, the supplemental private coverage many...
Read more

2009 August Newsletter

ADAM J. FINCH, CFP® & MICHAEL D. RAUTIOLA, CFP® CERTIFIED FINANCIAL PLANNER™ Professionals

Planning Points

OUR THOUGHTS:

A lot has happened since the beginning of this year.  Wasn’t it just a few months ago that the sky was falling and the financial world was coming to an end?  Since February, markets have been on the rebound.  Have...
Read more

Client Access