Banking & Finance

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What should investors think about market volatility in the face of all the scary...

Financial markets have been very volatile over the last few days. In addition to election season being underway, all our lives are drastically changing...

Growing your community through impact investing

Millennials are known for their commitment to sustainability and loyalty to companies that are making an impact. Through their spending habits and investment portfolios,...

Financial tips to help you prepare for a recession

Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car,...

How the SECURE Act changes your financial planning

At the end of 2019, while most of us were focused on the holidays and year-end priorities, the federal government passed the Setting Every...

Is your business missing out on valuable tax dollars?

The Research & Development tax credit remains one of the most underutilized tax-savings opportunities for manufacturers and other companies. Businesses across the U.S. are...

Do I need a living, breathing financial adviser?

Today’s financial advising landscape is continually changing. There are a plethora of do-it-yourself options, bargain-bin fund pricing, automated investment tools and one-page financial snapshot...

How golf and owning a business are alike

The art of golf and owning a business are more similar than you might imagine. Prior to an important game of golf, the right...

Accounting for the cannabis industry: Prepare yourself for tax scrutiny

In light of the recent legalization of recreational cannabis in Michigan, the industry is rapidly growing and changing. Business owners and entrepreneurs are seeing...

How asset location is important to portfolio growth

You likely have heard the saying that the three most important factors in real estate are location, location and location. In wealth management, location is...

Don’t let time and your estate planning slip away

As we all know, the 2017 Tax Cuts and Jobs Act made many changes to how we look at tax planning. One change that...

Are you financially ready to retire?

“Change is a constant.” —a very wise personBefore deciding to retire, it’s important to ask yourself if you are ready both financially and emotionally....

Does the inverted yield curve signal an economic recession?

You might have heard that on March 22, the yield on the U.S. 10-year Treasury note dipped below the yield on the three-month Treasury...

Will the 4% rule meet my retirement goals?

You’ve planned for your retirement and dreamed of your future, considering what will be important to you in the years after your professional life...

Avoid phantom income when investing in mutual funds

With a new year underway, many individuals will identify new financial goals for the year ahead. One common goal, developing an investment strategy, is...

The Roth 401(k) option

The complexities of saving for retirement continue to transform. Of course, there are many investment strategies to consider when developing your retirement savings plan....

Entity status under new tax law

With the new Tax Cuts and Jobs Act, or TCJA, in effect, business owners should be questioning whether their current entity status is optimal.For...

Money and memory loss: Talking with family over the holidays

The season of holiday gatherings is upon us again. This year, you may notice a parent or other family member who doesn’t seem to...

Collaborating as advisors to help clients

Erik Schumacher, CPA, a principal at Rehmann’s Grand Rapids office, contributed to this post.Leading a financially healthy life and ensuring funds are allocated appropriately is not...

IRS updates per diem rates

Business travelers have a lot of expenses to keep track of, including hotels, restaurants and transportation.Companies generally use one of two methods to pay...

How do I know who can get me to retirement?

“An investment in knowledge pays the best interest.” -Benjamin FranklinThere are a myriad of financial advisors with shingles out in every community and choosing...

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