We wanted to start off our May newsletter with a welcome another new employee. We added a new team members to help service our clients. We are beyond grateful and blessed to have this opportunity to grow. We are excited for all of you to meet Jennifer Yancer


Jennifer is committed to not only helping clients make smart moves with their money, but to help them truly understand those decisions. For the last four years, Jennifer’s been educating mid-Michigan on financial topics through her segment, the Profitt Report on FOX66 News at 10 p.m. Now, she’s taking those skills and working with her community one-on-one. She graduated with high honors from the University of Michigan-Flint with a double major in journalism and political science. Jennifer grew up in Bridgeport and currently lives in Saginaw Twp. In her spare time, she enjoys practicing and teaching yoga, reading and spending time with her family.

Jennifer Yancer
Junior Associate


Questions About Medicare? Here Are Some Answers.


Today’s changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following answers may help. Whether you have questions for yourself or a loved one, the following answers may help.
What does Medicare Cover?
How much are the premiums?
When do I enroll?
What if I still have employer coverage?


Six overlooked tax deductions: READ MORE
Mileage rates increased for 2019 and more tax tips: READ MORE
Tax refunds Q&A: READ MORE

Where will your retirement income come from?

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

1 Social Security
2 Personal savings & Investments
3 Individual retirement accounts
4 Defined contribution plans
5 Defined benefit plans
6 Continued employment
READ MORE to find out details on which you have and which you may need in your financial portfolio.

“Success tends to bless those who are most committed to giving it the most attention.”
― Grant Cardone,The 10X Rule: The Only Difference Between Success and Failure

Quarterly McIntosh & Associates Book Club Read:

The Speed of Trust: The One Thing that Changes Everything

by Stephen M.R. Covey




Upcoming Events

May 1st – 2:00 PM- REGISTER NOW

May 23rd- 1:00 PM –REGISTER NOW

Quick Links:

The cost of procrastination: READ MORE
Insurance when you are young and single: READ MORE
Earnings for all seasons: READ MORE
Roadmap to Retirement | Mindy talks retirement with WSMH: WATCH INTERVIEW NOW
Tax Time | Mindy talks retirement with WSMH: WATCH INTERVIEW NOW

Happy May!