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Full Circle
Oct 31, 20243 min read
Don't get spooked this election season: a note regarding volatility...
The presidential election is right around the corner, and the S&P 500 and Dow Jones Industrial Average recently hit all-time highs....
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Full Circle
Oct 25, 20244 min read
Navigating the Sandwich Generation: How Millennials Can Keep Their Financial Plans—and Sanity—on Track
If you’re a millennial, chances are you’re feeling the squeeze. You’re getting to the stage of life where you might be managing the...
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Full Circle
Oct 3, 20242 min read
How to Get Over Presidential Election Jitters in Your Financial Planning
Every four years, the United States experiences a presidential election. For some, this time brings excitement and anticipation; for...
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Full Circle
Jul 22, 20242 min read
Pension Maximization: A Strategy for Maximizing Retirement Income
Retirement planning involves many critical decisions, and one of the most significant is choosing the right pension payout option....
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Full Circle
May 16, 20242 min read
Investing in Your Team's Future: The Importance of Retirement Plans for Non-Profit Organizations
In the dynamic landscape of non-profit work, the focus often lies on the noble mission of serving the community. However, amidst the...
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Full Circle
Apr 19, 20241 min read
Ready to Roth?
You have until April 15, 2025 to invest in your Roth IRA. Monday was tax day, which means you have exactly 52 weeks to do this. Given the...
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Full Circle
Feb 15, 20242 min read
Navigating the Future: A Guide to Ensuring a Smooth Transition for Your Beneficiaries
In the realm of financial planning, much emphasis is rightly placed on managing wealth during one's lifetime. However, an...
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Full Circle
Oct 2, 20232 min read
Understanding your Required Minimum Distributions (RMDs) at age 73: what comes next?
Required Minimum Distributions (RMDs) are mandated withdrawals from qualified retirement plans and play a crucial part of your financial...
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Full Circle
Sep 19, 20232 min read
Navigating the restart of student loan payments: a financial planning guide
As the pandemic-related pause on student loan payments comes to an end, it's crucial for borrowers to prepare for the resumption of these...
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Full Circle
Sep 14, 20231 min read
Congratulations, Amanda!
Our very own Amanda Hadley has been nominated for the Lansing Regional Chamber of Commerce 10 Over the Next Ten Award! This award...
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Full Circle
Sep 8, 20233 min read
SEPtember is here!
Why a SEP IRA is a great idea for small business owners... As a small business owner, you wear many hats – from CEO to bookkeeper, and...
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Full Circle
Sep 5, 20233 min read
The importance of financial planning: Why September is an ideal time to get started
As the lazy days of summer gradually come to an end, September marks a transitional period when we shift our focus from leisure and...
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Full Circle
Jul 31, 20232 min read
Protecting your biggest investment: the importance of life insurance
Purchasing a home is a milestone achievement and often the largest financial obligation individuals undertake in their lives. As you...
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Full Circle
Jul 31, 20233 min read
The 3-Bucket Approach to Saving: Tailoring Investments for Different Time Frames and Goals
Saving and investing money is a crucial aspect of financial planning, but a one-size-fits-all approach may not be suitable for everyone....
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Full Circle
Jul 14, 20231 min read
What investment account is right for you? A recap...
Here's a quick breakdown on different types of investment account types and why they might be a good fit for you and your family:...
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Full Circle
Jul 7, 20231 min read
Summer 2023 Updates
In May, we officially welcomed David Davis to the Full Circle team! In June, we hosted 2 community events - the Touch a Truck Family Fun...
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Full Circle
May 22, 20232 min read
Beyond the Business: Prioritizing Retirement as a Small Business Owner
May is National Small Business Month, a time to celebrate and recognize the vital role that small businesses play in our economy. Small...
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Full Circle
May 2, 20232 min read
Raising Financially Responsible Young Adults
As a parent, seeing your child become independent is a positive sign of growth but it may also come with a little bit of fear as well,...
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Full Circle
May 2, 20232 min read
Why is Financial Literacy Important?
Financial literacy is the ability to understand and manage one's personal finances effectively. It's about knowing how to save money,...
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Full Circle
May 2, 20231 min read
High-Yield Saving Accounts: What to Know When Looking at Putting Your Money in Money Market Accounts
Over the past year, high-yield money market rates have increased significantly, making them an attractive option for those looking to...
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