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Financial Education
September 2019
Investment Fundamentals
Today, more people realize that they need a sound investment strategy to help pursue their financial goals — whether those…
See DetailsOctober 2019
Social Security: Seven Keys to Enhancing Benefits
Help enhance your social security benefits What does retirement look like to you? Will Social Security still be there for…
See DetailsRetirement Income: Charting a Course to Help Your Money Last
Make the most of your retirement income streams You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested,…
See DetailsNovember 2019
Women, Money and Power: Take control of your financial future
Research has shown that even though many women are well educated, have successful careers, and are managing their daily household…
See DetailsJanuary 2020
Social Security
When Should You Begin Receiving Your Social Security Retirement Benefits? As you near retirement, one of the biggest financial decisions…
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Financial Planning Basics
An Overview of the Financial Planning Process Everyone can benefit from a financial plan that is tailored to individual needs…
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Ask the Advisor Day
Stop by our Battle Creek office to learn more about investing, planning for retirement and 401(k) rollover options from our…
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Ask the Advisor Day
Stop by our Plainfield office to learn more about investing, planning for retirement and 401(k) rollover options from our CFS*…
See DetailsMarch 2021
Ask the Advisor Day
Stop by our Gaines office to learn more about investing, planning for retirement and 401(k) rollover options from our CFS*…
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Retirement Basics
Will You Have Enough to Retire Comfortably? Most of us imagine retirement as a happy time, a reward for a…
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