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5 Biggest Regrets of Retirees

Rob Moore, CPWA®, CFP®, ChFC®

Wednesday, October 1, 2025

About Rob Robert Moore is senior partner, financial planner, investment advisor, and co-owner of CWM Financial, an independent, fee-based wealth management company based in Troy, MI. With over 20 years of experience, Rob provides...

OBBBA Tax Law Changes for You

Justin Williamson, CFP®

Wednesday, October 1, 2025

About Justin Justin Williamson is a senior partner and co-owner of Center for Wealth Management, an independent, fee-based wealth management company in Troy, Michigan. Justin has been serving clients in the financial services industry...

Retire Confidently When You Can Answer These Six Questions

Justin Williamson, CFP®

Wednesday, October 1, 2025

About Justin Justin Williamson is a senior partner and co-owner of Center for Wealth Management, an independent, fee-based wealth management company in Troy, Michigan. Justin has been serving clients in the financial services industry...

The magnitude of last week’s tariffs announcement triggered a sharp decline in the stock market, which left many investors feeling uneasy. The drop could have significant effects on inflation, economic growth, and the broader market....

Don’t Let Your Emotions Control Your Wealth

Justin Williamson, CFP®

Monday, February 5, 2024

Creating a solid financial plan is not just about the numbers; it’s about understanding and managing the emotions tied to your money. Many common money mistakes stem not from a lack of financial knowledge but from the challenge of...

Financial Planning for Aging Parents

Justin Williamson, CFP®

Wednesday, November 15, 2023

For many of us, our parents provided us with love, care, and financial stability as we grew up. Now, as we’ve grown and started a family of our own, the roles have reversed, and we find ourselves taking on the position of caregiver for...

Should You Max Out Your 401(k)? It Depends…

Justin Williamson, CFP®

Thursday, August 10, 2023

You’ve probably heard that maxing out your 401(k) contributions is the best way to save for retirement—and it makes sense. Maxing out your contribution is both easy and efficient. However, depending on your situation, this might not be...

How Much Are You Losing in Idle Cash?

Rob Moore, CPWA®, CFP®, ChFC®

Friday, February 17, 2023

It can feel gratifying to log in to your bank accounts and see a large amount of liquid cash available at the ready for whatever you wish. However, even though this sizable sum may give you a sense of security, it’s important to...