Entries by Justin87

What are Tariffs and Do They Work?

It has been nearly one year since the 2024 Presidential campaign ended, but the talk of tariffs that dominated Donald Trump’s rallies has not faded into history. In fact, a significant portion of his campaign rhetoric has become current U.S. trade policy. The new reality is that the United States has largely pivoted away from the previous half-century of free-trade agreements and is now firmly in an era of elevated tariffs.

The Mandatory Roth Catch-Up

For years, employees aged 50 and older have had the option to make additional “catch-up” contributions on a pre-tax basis, providing a valuable tax deduction in their peak earning years. That changes January 1, 2026.

Charitable Giving in Michigan

You’ve spent a lifetime building your career and your assets. Now, as you prepare to transition into retirement in the Kalamazoo, Marshall, or Battle Creek areas, you have an incredible opportunity to make a lasting impact.

Minimizing Retirement Taxes: A Guide for Southwest Michigan Leaders

After a career of building success, the last thing you want is for income taxes to erode your retirement savings. For executives and business leaders in Southwest Michigan, proper tax planning isn’t just an option—it’s a crucial part of a smart retirement strategy.