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989 W Washington St. Ste. 101 Marquette, MI 49855

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Lease Payment

How much would your monthly lease payment be?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.