If you’re concerned about the economy or stock market, you’re probably also worried about what’s happening in your retirement account. Do I have enough money to travel when I retire? Spend more time with the grandkids instead of working? Even just have the same quality of life my spouse and I are used to? Uncertainty …
How to Protect and Grow Your Money Through Portfolio Optimization Read More »
An unexpected stock market crash occurred on Monday, October 19, 1987. When the markets closed, the Dow Jones Industrial Average had collapsed by 508 points representing a one-day decline of (22.6%.) One indicator on Black Monday did move higher; the individual anxiety index every investor closely monitors. The speed and violence of the decline were …
As of 2022, nearly half of all Americans expect to retire before they’re 62. This trend toward retiring early has been building over the last few years, but the pandemic and the Great Resignation have spurred it even further. It might leave you wondering, “Can I retire early, too?” The average age for full retirement …
Early Retirement 101: Everything You Need to Know to Retire Before 65 Read More »
As you accumulate wealth throughout your life, knowing how to manage it wisely gets tougher and tougher. Unless you work in the financial industry or take up investing as a major hobby, managing an investment portfolio will likely be overwhelming. You need someone who can take the stress of financial planning off your plate and …
All Your Questions About Financial Advisors, Answered Read More »
In the next few days, many investors will be opening their monthly statements with some level of trepidation. Understandably, most investors are asking the question, “how much more can I take?” Some investors, especially those with years ahead of them, are currently buying stocks and bonds. Others who have less time are turning “cautious.” I …
Investing in the Wake of the Ukraine Invasion and Market Turmoil: A Note from West Michigan Advisors The news has been dreadful as it scrolls across the bottom of your screen. I believe it is fair to say that most people have been on edge since the beginning of the lockdowns from the pandemic until …
Selling your business is a significant financial event. With one transaction your net worth skyrockets and the question becomes, “What now?” Plenty of former business owners struggle to keep up with next steps and potential options after selling because there are so many considerations to keep in mind. Although the path post-sale will look different …
Few people ever feel “ready” to talk about estate planning. The topic just seems too big. They’re not sure where to start or even what questions to ask. Even when they have a meeting with their financial advisor on the calendar, they just feel unsettled. At West Michigan Advisors, we know the process can be …
You want to give your child every opportunity to succeed in life. Higher education can open lots of doors, but it comes with a pretty big price tag. That’s why many parents choose to start saving for their children’s college education early. But what’s the best way to save? There are a few different options …
If you are going to donate to charity, it makes sense to do so in a way that provides the most value to you and the non-profit organization of your choice. That’s where tax-effective charitable giving strategies are so important. These strategies reduce the amount of tax you owe and increase the amount of your …
Privacy Policy | Disclosures | FINRA | Broker Check | SIPC | Form CRS
Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.
Advisory Services offered through West Michigan Advisors, LLC.
Securities offered through Level Four Financial, LLC, a registered broker dealer and Member of FINRA/SIPC.
Level Four Privacy Policy | Level Four Form CRS
Level Four Financial, LLC, and West Michigan Advisors, LLC, are independent entities.
Download our free guide on getting peace of mind about your retirement future, no matter the state of the economy. We’ll talk about how to plan for retirement before and during a recession, no matter what age you are now, so you can be confident in the decisions you make for you and your family.
