News & Insights

By: Steven Guipe, CFP®, Wealth Advisor In the realm of retirement planning and taxation, it’s important for individuals to keep pace with changes that could influence their financial strategies. A […]

The Michigan Department of Education announced the opening of the Section 27K Student Loan Repayment Program.  According to the guidelines, educators who are currently enrolled in and making payments toward […]

GASB Statement No. 101, Compensated Absences requires that liabilities for compensated absences be recognized for (1) leave that has not been used and (2) leave that has been used but […]

Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In fact, depending on how much overall income you […]

The qualified business income (QBI) deduction is available to eligible businesses through 2025. After that, it’s scheduled to disappear. So if you’re eligible, you want to make the most of […]