Clients and Friends of The Center,
Welcome to August's edition of CenterVIEW! We're excited to share some of our most recent updates and Center happenings with you.
Our quarterly Investment Commentary, "Is the 4% Rule Dead?", and "Managing Finances for an Aging Parent" are just a few of the blogs that Center team members have written for you to enjoy this month. Don't forget to register for our upcoming Longevity Virtual Conference on August 27th if you haven't already. More details below!
Be sure to visit our Snapshots section to take a peek into The Center's recent team retreat and see who's celebrating their workiversary this month!
Have a wonderful month!
Your Center Team
|
|
Upcoming Webinars and Seminars |
|
Longevity Virtual Conference
August 27th, 2024
11:00AM-1:00PM
During this upcoming webinar, we'll tackle three of the most crucial topics on caregiver’s minds:
1. How to find the best place for loved one’s to receive care.
2. What supports exist to alleviate caregiver stress.
3. What estate documents are needed to be prepared as a loved one ages.
|
|
Elections & Markets Webinar
September 18th, 2024
11:30AM-1:00PM
Join us for an insightful presentation where Angela Palacios, CFP®, AIF® and Liz Anne Muirhead of Vanguard explore the impact of elections on global markets.
From analyzing election outcomes to understanding market volatility, this webinar promises valuable insights for investors.
|
|
How to Save Taxes and THRIVE in Retirement!
Questions about your retirement in today's new normal? During this seminar, we’ll discuss:
- Overview of our current, historically low tax environment that is set to expire over the coming years.
- Discuss several of the most common tax pitfalls retirees will face in retirement.
- Review strategies to recreate your retirement income in the most tax efficient manner possible.
- Learn more about the power of Roth IRA conversions and how to gift to charity and actually receive a tax benefit!
- Tax smart investing – give less to Uncle Sam and keep more money in your pocket!
|
|
Tuesday, September 17, 2024
6:00 PM - 7:00 PM
2|42 Community Church
7526 Grand River Avenue Brighton, MI 48114
|
|
Thursday, September 19, 2024
6:00 PM - 7:00 PM
Farmington Community Library
32737 W 12 Mile Rd
Farmington Hills, MI 48334
|
|
ACA Income Planning for Pre-Medicare Retirees
By Nick Defenthaler, CFP®, RICP®
Retiring before 65? Don't get crushed by health insurance premiums! Discover ACA income strategies to help maximize your savings.
|
Important Info for Owners of Corporations, LLC’s, & Other Business Entities
By Michael Brocavich, MBA, CFP®
Corporate Transparency Act (CTA) - Report beneficial ownership information to FinCEN by January 1, 2025. Learn more.
|
Don't Be a Victim! Spot Scams and Protect Yourself
By Sandy Adams, CFP®
From romance scams to identity theft, learn how to keep your money safe while fighting back against exploitation.
|
|
Managing Finances for an Aging Parent
By Josh Bitel, CFP®
Being a child of an aging parent can often come with unexpected responsibilities. Here are some ideas to hopefully help make this transition a bit easier.
|
Q2 2024 Investment Commentary
By Angela Palacios, CFP®, AIF® and Nick Boguth, CFA®, CFP®
When the circumstances change, our perspective evolves. But as much as things have changed this year, much has stayed the same...
|
Is The 4% Rule Dead?
By Nick Defenthaler, CFP®, RICP®
Did you know the 4% rule can actually increase your retirement savings? Explore how this strategy can benefit you and your heirs.
|
|
Center Team Retreat!
Center team members and their loved ones spent an extended weekend in Traverse City at a recent team retreat. Fun times were had and amazing memories were made!
|
|
August Center-Versaries
Check out our August Center-Versaries!
Sandy Adams - 28 years on the 7th
Jaclyn Jackson - 16 years on the 11th
Dawn LoPiccolo - 2 years on the 16th
Bob Ingram - 7 years on the 28th
|
|
At The Center, we take pride in our core values that guide us in serving clients. We believe that our values are imperative to the work we do, and we want to recognize and celebrate team members who have exemplified them.
This month, Mallory Hunt was recognized for being Nice & Kind by making sure her teammates were set up for success to cover her while she took some time away from the office. What a thoughtful teammate!
|
|
Our office will be closed on Monday, September 2nd in observance of Labor Day. We look forward to replying to any messages when we return on Tuesday, September 3rd!
|
|
Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
|
|
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the authors and not necessarily those of Raymond James.
You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
|
|
|
|
|
|
|
