The seasons are changing and I'm excited to safely take advantage of the perks of living in Michigan during autumn! One of my family's favorite activities is apple picking and this year's harvest is looking strong!
What's your favorite on the list?
https://puremi.ch/3hOhkUN
If you could share one tip with the next generation, what would it be?
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
If there's one thing we hear all the time, it's "I wish I would have started saving sooner."
If you're a twenty-something, or you know someone who is, you need to know there is more to finances than Robinhood. We work on a complimentary basis with many second and third generation client children. We'd love to help you, too.
USNEWS.COM
Smart Money Moves for College Students This Fall
Last week, we celebrated our former employee, Kelley Oates, at the Kelley Oates Golf Tournament. This event benefits her charity, Revive & Thrive, and is one way we remember her, celebrate her life, and give thanks for her the amazing spirit.
We are so grateful to those who joined us and helped us raise enough money to fund Kelley's son's college education.
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021.
Do you have questions about what this could mean for you financial situation? We're here to help.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
Many of our clients are second and third generation businesses. Family-owned companies drive 64% of U.S. GDP and account for 78% of all new job creation.
Below is a list of community banks lending first draw PPP loans Monday (1/11), and second draw PPP loans Wednesday (1/13). The PPP application process will be open to all participating lenders shortly thereafter.
For more information about the PPP draw details, please visit: https://home.treasury.gov/news/press-releases/sm1230
For a full list of CDFIs in the U.S., please visit:
https://www.nerdwallet.com/article/banking/what-is-community-development-financial-institution-cdfi
HOME.TREASURY.GOV
SBA and Treasury Announce PPP Re-Opening; Issue New Guidance | U.S. Department of the Treasury
2020’s challenges tested the strength and vigor of teams at every level. Our people stepped 👏 it 👏 up 👏
Companies win this award— not because of the management work in a given year— they win because of the culture nurtured over many years. We are so grateful to be recognized as one of the Best & Brightest Companies to work for in the country.
From our social bubbles to yours... Wishing you and yours a very merry holiday and a very happy new year!
Clark Griswold, step aside!
I’ve worked with a client family for over 15 years and from time to time they’ve graciously invited me over to see their Christmas display.
Oh 👏🏻My 👏🏻 Word 👏🏻
Don’t worry, the electric bill is part of their long-term financial plan!
A funny thing happened on the way to get our Christmas tree this year. Because 2020, right?
