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Masthead2

Thomas Picardy CFP®

[email protected]

3280 East Beltline Ct NE, Ste 300
Grand Rapids, MI 49525
Main: 616.560.7678
Fax: 616.825.6024

Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup

Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.