Financial Services Since 1991
Your Retirement Our Focus

7900 Kirkland Court
Portage, MI 49024

Blog Posts

Take the quiz to learn what financial personality you are!

3 Ways for Women to Achieve Financial Independence

Longevity Risk and Retirement Income

9 Ways To Earn Retirement Income

8 Steps for Pre-Retirees to Pursue Retirement Income

Strategies for Managing Retirement Assets in the Event of a Layoff

Financial Considerations For Single Women

Retirement Options For Women Business Owners

Remarriage: Altering Your Financial Plans to Meet Your Needs 

Remembering The Flash Crash

Working In An Essential Position? How To Cope With Coronavirus Stress

Balancing Working From Home & E-Learning

A Unique Economic Situation

The CARES Act Key Components 

7 Tips to Help You Stay Productive at Home

Road To Recovery Playbook

Tax Strategies For Retirees

April Is Financial Literacy Month

Social Security's Future Is Safe

Payroll Tax Reduction Q&A

Spring Clean Your Finances

Remarriage: Altering Your Financial Plan to Meet Your Needs

Spring Clean Your Finances

March Madness, Cinderella & Your Portfolio: You should pick investments (and teams) so you win most of your games

Why Women Need to Save More Than Men

Closer Look At February

Viral Outbreak Ends Period of Market Calm

Women, Money, and Today's Retirement

Women: Make a Financial Plan -- the Secret of Your Success

Retirement Planning—Options for Women Business Owners

A Woman's Guide to Health Care in Retirement

Healthy But Manageable Consumer Inflation

Why The First Five Days Of 2020 Could Have Bulls Smiling

Is It Time For Santa?

What to Do After You've Been Automatically Enrolled in Your Company's Retirement Plan

Manage Risk in Your Portfolio

Five Strategies for Tax-Efficient Investing

Avoiding Mental Errors When You Invest

Outlook 2020

Small Caps Join the Party

Three Amazing Streaks

How Will President Trump's Tariffs Impact Your Investments? August 2018

Are You Prepared For Mental Decline? March 2018

National Financial Literacy Month. April 2017

17 Financial Resolutions for 2017. December 2016

2016 Annual Holiday Toy Collection for Portage Community Center

Understanding the Election and Market Surprises. November 2016.

How Elections May Affect the Economy. October 2016.

5 Estate Questions to Ask About Real Estate. July 2016.

Should a Trust be the Beneficiary of Your IRA? Pros and Cons. April 2016.

Top 5 401(k) Rollover Questions to Ask Your Advisor  By Matthew Jarrell

5 Basic Things Investors Should Do in 2016  By Matthew Jarrell

Investing Like a Billionaire: How Even You Can Do It  By Matthew Jarrell

4 Things Retirees Can Learn About Retirement from Peyton Manning. March 2016.

Putting Market Corrections Into Perspective. January 2016.

16 Financial Resolutions for 2016.  December 2015.

Volatility, Black Mondays, and Keeping Your Cool

Zack Alkhamis Sponsor of the Portage Athletic Foundation Golf Outing.

Zack Alkhamis Sponsor of the YMCA Strong Kids Golf Classic.  Benefit for the YMCA of Greater Kalamazoo.

Preparing your Pets for a Future Without You.  May 2015

Women and Investing – A Financial Guidebook for Women

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