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Rochester

1214 North Main Street

Rochester, MI 48307

(248) 601-9500

 

Lapeer

951 S. Main Street, Suite 3

Lapeer, MI 48446

(810) 664-4470

September 2024

Financial Tasks for September

With the new year just around the corner, now is a good time to review some of the key tax moves you should make before 2025.

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Using AI to Add Value

Incorporating artificial intelligence (AI) for your small business may be a way to help you and your employees get through the workday more efficiently and add value to your business.

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Time for a Family Limited Partnership

A Family Limited Partnership (FLP) is a classic technique to shift income and wealth to future generations. With an FLP, family members pool money to run a business project. Each family member can buy shares for a potential profit.

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September 2024 Client Profile

Marcus is a self-employed personal trainer at a local gym. Like other service providers who operate on an appointment schedule, he’s noticed increased no-shows and is considering implementing a no-show fee. His research on the effectiveness and potential client resistance to these fees provided helpful information.

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What Standard Homeowners Insurance May Not Cover

Whether you’re a soon-to-be or long-time homeowner, don’t be caught off guard in a disaster by your homeowners’ policy because you don’t know what damages and thefts it does and doesn’t cover.

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More Than Inflation Can Impact Your Investments

There's also disinflation, no-inflation, deflation, and stagflation.

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September 2024 Q and A

Let's talk about different investing approachings between spouses.

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Happy Employees Are Productive

The general business consensus is that happy employees are more productive. So, are most of today's employees satisfied with their employment? A Conference Board study conducted in late 2023 seems to give a resounding "yes."

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