Opening Day of Tax Season 2023

by Adam Funk on
Tax season officially starts today January 23rd with IRS processing tax returns today. Thanks Fox 2 Detroit for having me on. Not nearly as exciting as Tiger Baseball opening day, but still a big deal to all of us in the tax prep industry. 

Finance Lessons for Your Teen

by Adam Funk on
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Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.

Client Wins This Season 2019

by Adam Funk on
I realized we had some big wins this year. I thought I would share a few of the wins I get to see as a financial planner to celebrate and learn from. ...We broke through that ceiling and have now saved over $100,000 into their emergency fund

No, a 401k is not much of a benefit for most people. A 401k is not more compensation, and it is not anything special that you couldn’t do yourself for most people. A 401k is merely a retirement savings account that you can efficiently move money into directly from your paycheck without it landing in...

Top Strategies for Charitable Giving

by Savings Coach on
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We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence...

Financial Management Tips

by Savings Coach on
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There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available.

Unfortunately, those apps and software programs can only do what you set them up to do...