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Clients and Friends of The Center,
We’re excited to bring you a newsletter packed with fresh insights, important events, and milestone achievements across The Center.
Inside, you’ll find big news—The Center has been recognized by InvestmentNews for the ninth consecutive year! This award honors companies that achieve top employee satisfaction scores and demonstrate a strong commitment to a positive workplace culture. We're honored to be recognized and thank you for your continued trust and partnership!
This month also features several can’t-miss events, including our upcoming webinar, “Turning Personal Values Into Financial Strategy,” on Tuesday, April 21st, and our community Shred Day on Wednesday, April 22nd. Plus, Sandy Adams and Logan Dimitrie are teaming up with Jewish Senior Life for a thoughtful discussion on “Is It Time to Right-Size Your Life?” on Thursday, April 16th.
We’re also sharing a new selection of blogs covering timely and meaningful topics—from a historical look at stock returns during periods of conflict, to retirement planning challenges for women, to a clear breakdown of the Mega Backdoor Roth, and more.
And that’s not all—meet our newest team member, discover who’s featured in this month’s Staff Spotlight, and explore April’s Charitable Giving Tip to help you stay intentional with your impact.
Happy reading!
Your Center Team
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The Center Recognized by InvestmentNews
for the Ninth Consecutive Year!
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We’re happy to share that Center for Financial Planning, Inc. has been named one of InvestmentNews’ Best Places to Work for 2026.
While this moment celebrates our team, your trust and partnership make our work truly meaningful. Thank you for allowing us to be part of your financial journey! Our team takes so much pride in helping you pursue your financial goals.
| | Back By Popular Demand - And for a Limited Time! | | |
After the overwhelmingly positive response to Cents & Sensibility with Tim Wyman, CFP®, JD and Rod Meloni in 2025, we’re excited to announce something special. Rod Meloni has generously partnered with us to bring you a limited 12‑episode podcast series created specifically for Gen Xers — the most financially stretched generation.
If you’re juggling competing priorities, feeling behind, or simply ready to get your finances back on track, this podcast is for you. Practical insights, relatable conversations, and real‑world strategies you can actually use.
Only 10 episodes left! Tune in while you can and take the first step toward building stronger financial habits.
Click here or the image above to watch the next episode:
"AI - Alignment and Intentionality"
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Turning Personal Values Into Financial
Strategy Webinar
Tuesday, April 21st
11:00am - 12:00pm
Join Kali Hassinger, CFP®, CSRIC®, and Mallory Hunt as they explore how personal values and life goals can guide meaningful financial decisions. You’ll gain insight and walk away with practical tools to shape a financial plan that supports what matters most to you.
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Shred Day Event
Wednesday, April 22nd
1:00pm - 3:00pm
Earth Day is just around the corner! Consider joining us for our annual Shred Day, where we’ll help you safely recycle your sensitive documents.
Simply place your documents in easy-to-manage boxes or paper bags and load them into your car trunk or back seat. We’ll unload your shredding while you stay safely in your car.
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Is It Time to Right-Size Your Life?
Thursday, April 16th
11:30am
Discover the financial upside of downsizing.
Jewish Senior Life is hosting a free educational presentation exploring the financial and lifestyle benefits of downsizing and planning ahead. Hear from Sandy Adams, CFP® and Logan Dimitrie, CFP® on how simplifying your home can create greater financial flexibility, safety, and reassurance for the future.
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A History of Stock Returns During Conflict
By Nick Boguth, CFA®, CFP®
War and conflict can stir fear for investors, but acting on emotion can do more harm than good. In uncertain times, rely on a diversified portfolio, solid cash reserves, and guidance from your financial advisor to stay on track.
READ MORE
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Can I Afford to Buy a Second Home?
By Bob Ingram, CFP®
The decision to buy a second home involves a combination of both lifestyle and financial considerations. So, how realistic is it? Factor in these suggestions:
READ MORE
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The Mega Backdoor Roth Explained
By Logan Dimitrie, CFP®
Wondering how high earners can save more for retirement in a tax‑efficient way? Consider a Mega Backdoor Roth as a key part of long‑term tax planning. Learn more:
READ MORE
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The Potential Impacts of Student Loans on Your Credit Score
By Josh Bitel, CFP®
Timely student loan payments can strengthen your credit score, while missed payments may limit future borrowing opportunities. Learn more on how to stay on top of your credit score:
READ MORE
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Retirement Planning Challenges for Women: How to Face Them and Take Action
By Sandy Adams, CFP®
With the impact on women often being significantly greater, let's explore some of the key challenges women face on the road to retirement—and the practical steps to take to help overcome them.
READ MORE
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Carepartners Passage Through Dementia
By Sandy Adams, CFP®
More and more of our clients and families are being impacted by dementia. Keep reading to learn what it is and how it impacts those diagnosed, as well as those who are caring for them.
READ MORE
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Meet Our Newest Team Member, Will Vinton
Will Vinton joins us The Center as an Investment Operations Associate. He'll be supporting the investment team goals and expanding investment opportunities offered, while also seeking to strengthen the services we provide. Please join us in welcoming Will to The Center family!
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Michael Featured on
Divorce Rich Podcast
Taxes changed, and so did the playbook for anyone navigating divorce, parenting costs, or retirement income. Michael Brocavich breaks down what actually matters: permanent lower brackets, a larger standard deduction, a new “senior bonus,” and how credits can put cash back in your pocket when money feels tight.
Watch the full episode here!
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A Slam Dunk of
International Flavors
To kick off March Madness with some fun and good food, Center team members recently put their cooking skills to the test by partaking in an international themed potluck!
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April Center-Versaries
Check out our April Center-Versaries!
Mary Sheahan - 1 year on the 28th
Nick Valente - 2 years on the 29th
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"Finding Your Center" Spotted on the Shelves
Charlie Adams, son of Managing Partner Lauren Adams, saw some familiar names on a visit to his local library. Our team-authored book, “Finding Your Center” is approaching it’s one year anniversary!”
| | Staff Spotlight: Mallory Hunt | | | | |
Fun Facts:
Favorite Hobby: Reading & traveling
Go-to Coffee Order: Caramel Latte with oat milk (hot or iced depending on the weather!)
Comfort Food: I have to pick one?! French fries
The Inside Scoop: She is a walking archive of song lyrics and movie quotes
Years at The Center: 6
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About Mallory:
Mallory Hunt is the Portfolio Administrator at The Center and has been part of the Investment Team for six years. In her role, she is responsible for raising and investing cash, implementing and rebalancing accounts, and helping to uphold the department's Investment Philosophy.
Outside of work, she and her husband, Jason, have been together for 22 years and share a busy but rewarding life with their three children—Rylee (18), Nixon (10), and Lennon (6)—as well as their dog, Nash (9), and two goldfish, Bubbles and Goldie. Most days involve shuttling between kids' practices or games, spending quality family time and unwinding with a good show or an episode (or two) of Crime Junkie.
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At The Center, we take pride in our core values that guide us in serving clients. We believe that our values are imperative to the work we do, and we want to recognize and celebrate team members who have exemplified them.
This month, Jeanette LoPiccolo was nominated for Teamwork & Collaboration for playing a part and volunteering at our recent Economic & Investment Outlook event. A lot of time was put into this and it showed by such a flawless event.
Way to be a team player, Jeanette!
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April Charitable Giving Tip:
Declutter and Donate
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Spring Clean Your Finances!
Spring is the perfect time to tidy up—not just your home, but your financial life too! Consider reviewing your financial documents, organizing your charitable plans, or even consolidating smaller gifts into one more meaningful contribution. It’s also a great moment to revisit your will or legacy plan to ensure it still reflects your values and the impact you hope to make.
Talk with your financial planner about how you can streamline and simplify your giving strategy!
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the authors and not necessarily those of Raymond James.
You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
InvestmentNews 2026 Best Places to Work is based on a dual-component application process. The first step is the collection of data points on company benefits, workplace policies, demographics, and professional development programs (25% of total score). The second step is anonymous employee surveys that evaluate workplace metrics like leadership, compensation, culture, and commitment to diversity (75% of total score). Final winners are chosen by an independent panel of industry leaders. Out of approximately 400 nominations, 75 winners were selected. This ranking is based on the period from 10/11/2024 to 10/10/2025 and was announced on 3/24/2026. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's or team’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with InvestmentNews or Key Media. More: https://bit.ly/4t672nT
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