January 2021
Dear Clients and Friends,

…and just like that 2020 is over! For some, the year flew by and for others it dragged on. Either way there’s no time like the present. Hello 2021!!

Stay safe and warm, 

Your Center Team
Consolidated Appropriations Act Of 2021: More Stimulus On The Way
By Kali Hassinger, CFP®, CDFA®
More Covid-19 relief is on the way...here's what you can expect from the new stimulus bill.
9 Actionable Steps For The New Year To Help Your Finances
By Josh Bitel, CFP®
How you can start the New Year off financially strong. Step one: review your net worth.
Active Or Passive Management, How Do We Decide?
By Abigail Fischer
When investing, there are times when active management tends to outperform passive management. Here's how we decide!
Gifting Considerations During The Holiday Season
By Nick Defenthaler, CFP®, RICP®
While the holidays are over, keep these ideas in mind! Have you ever gifted a Roth IRA? Read the article for 3 more ways to make a lasting impact.
2 Easy Ways To Determine If Your 401k Is Too Aggressive
By Matt Trujillo, CFP®
Are you unsure how your retirement plan works? Here are two easy ways to measure how aggressive or conservative your 401k is.
7 Ways The Planning Doesn't Stop When You Retire
By Sandra Adams, CFP®
After you meet your retirement goals, is it just smooth sailing from there? Not quite. Here are 7 post-retirement issues that could require the ongoing assistance of a financial advisor.
FOX Business
Kali Hassinger, CFP® quoted

Authority Magazine
He was profiled on his article “The 5 Essentials for Smart Investing.”

Authority Magazine
He was profiled on his article “5 Things Retirees Say They Wish They Were Told Before They Began Retirement.”

Authority Magazine
She was profiled on her article “Five Things You Need To Be A Highly Effective Leader During Turbulent Times.”

Wyman Named to Albion Board of Trustees
Albion College recently welcomed our managing partner Timothy Wyman, ’91, to its Board of Trustees. Tim is looking forward to playing a role in helping many others benefit from a small residential liberal arts experience.
Happy Retirement Peggy!
Wishing a very happy retirement to Peggy Hall-Davenport! Peggy joined The Center in 2017 as a trusted colleague and friend. Since then, we've worked together to transition clients from her private practice. This photo is from our virtual party. Congrats Peggy!! 
Virtual Holiday Brass Concert
The show must go on! The annual Holiday Brass performance by the Detroit Chamber Winds & Strings was enjoyed virtually this year. The Center has a long history of supporting the arts, and are once again very proud to sponsor this wonderful event.
Daphne Pupdate #2
Our Charitable Committee is sponsoring Daphne on her journey to become a Guide Dog. Her puppy raisers say that she's learning quicker than their previous pups. She knows not to run out an open door and is eager to please. Southeastern Guide Dogs is taking care of her in Florida.
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
The opinions of the speakers are not those of Raymond James or Center for Financial Planning. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.

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