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Tag Archives: family

End the Year on a Financial High Note The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now […]

When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions of people throughout the United States. In fact, current estimates show that approximately 1 in 6 children from age 3 to 17 have at least one developmental disorder. Any parent […]

Medicare Open Enrollment Medicare annual election period runs October 15 through December 7. During this time, you can make changes to various aspects of your coverage and review your medical or prescription plan needs. We will also do a complimentary retirement check up to ensure your coverage is adequate for the coming years of retirement. […]

Lazy days on the beach, summer concerts, fun getaways and backyard barbecues – these are all hallmarks of summer. But unfortunately for too many of us, these fun in the sun experiences may be burning holes in our pocketbooks. In fact, 1 in 5 Americans will go into debt this summer to pay for a […]

Family Conversations: Financial Hardship & Life Changes When is the last time you talked about your insurance plan with your family? If you’re assuming that you should just take care of it yourself and avoid the conversation, think again. It can be hard to talk about what life would be like for your family if […]

Every kid wants to sport the latest supplies while walking the halls in style. How to save when shopping for back to school: 1. Set a Budget – Start with a budget, and a budget is only as good as the paper it’s written on. Once you know what your budget is, you have a […]

Financial Challenges for Women Preparing for the future is one of the most important aspects of financial strategizing, and a lack of involvement often leaves women, in particular, potentially exposed to financial hardships later in life. Don’t expect a spouse, partner, or other family member to help ensure financial security. Women investors face several challenges […]

Fun activities in the summer can turn into wonderful teaching tools and they keep everyone in the family active! Create a scrub-a-dub toy wash. Trying to do your own spring cleaning? Get the kids involved with a toy wash. Bring out all the bikes, trikes, trucks and more and run them through the hose, sprinkler […]

Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Momand debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up with their never-seen neighbors, the Joneses. […]

Every parent wants to see their children succeed academically, socially and financially too! But a recent study found that 69% of parents are reluctant to talk their children about money. Financial professional Mindy McIntosh talks with Michigan’s WJRT about how we can make finances less taboo and more “can do” and help our children be […]

Do you have a plan in the event of an unexpected death? Over 40% of Americans don’t. September is Life Insurance Awareness Month and it is time to get covered. Financial professional Mindy McIntosh talks with WJRT about the importance of life insurance and how much coverage is necessary. Determine the types Compare policies Now […]

Summer days are filled with swimming pools and barbecues, but now is also the perfect time to plan your holiday shopping. Gifts, food and decorations typically add up to about $800, and it can take months, even years, to pay it off! Financial professional Mindy McIntosh talks with ABC-12 WJRT about ways to start planning […]

Teens can take home more than a paycheck from their summer jobs – they can learn life-long money lessons! Families that take the time to go over some of the financial basics can set teens up for financial success down the road. Financial professional, Mindy McIntosh, talks with Michigan’s WJRT about 5 ways parents can […]

Holiday get-togethers are a great time to discuss family finances, retirement and elder care with parents of adult children. Financial professional Mindy McIntosh talks with ABC 12 WJRT about how to start that conversation and what topics should be covered.