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Clients and Friends of The Center,
Happy Holidays, everyone! We hope you and your families are staying warm, happy, and healthy!
As we wrap up the year, be sure to check out our Year-End Planning Guide for key reminders, takeaways, and potential opportunities to help you and your household stay organized. Looking to hear it live? We have a webinar happening this Thursday at 11AM. Sign up information can be found below!
In this month's newsletter, you'll find blogs on Financially Preparing to Become a Pet Parent, Three Financial Planning Questions for Small Business Owners, Are You and Your Partner on the Same Retirement Page?, and more. You'll also find other valuable resources as well as recent Center happenings.
Thank you all for being a part of The Center family this past year. We are eternally grateful to be able to serve you!
Cheers to a great year ahead!
Your Center Team
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Webinar Replays and Upcoming Webinars | |
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Protecting Against Identify Theft and Cybercrime
Did you know that 33% of US citizens have experienced identity theft?
Join Raymond James Senior Cybersecurity Analyst, Rafael Escoto Roa, and former FBI Special Agent, Jeff Lanza, to hear stories on what cybercriminals are doing today and what you can do to protect yourself against threats.
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Year-End Tax Planning Opportunities
Thursday, December 5th
11:00AM-12:00PM
Join Michael Brocavich, CFP®, MBA and Bob Ingram, CFP® for key reminders, takeaways, and potential opportunities to help you and your household stay organized. Together, we can stay proactive and make adjustments where and when we deem necessary.
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Financially Preparing to Become a Pet Parent
By Kelsey Arvai, CFP®, MBA
Year-round, we acknowledge the love, joy, and companionship our furry, feathered, or shelled friends bring into our lives. So let's reflect on the importance of responsible pet ownership.
READ MORE
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Are You and Your Partner On the Same Retirement Page?
By Matt Trujillo, CFP®
Communication is vital, especially when it comes to something as important as retirement. And the earlier you have these discussions, the better your chances of achieving the satisfying retirement you and your partner have worked so hard for.
READ MORE
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The Widow's Penalty: Lower Income, Higher Taxes
By Nick Defenthaler, CFP®, RICP®
The widow's penalty impacts tax obligations and Medicare premiums for surviving spouses. Learn more about proactive strategies to minimize these financial burdens.
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Three Financial Planning Questions for Small Business Owners
By Lauren Adams, CFA®, CFP®
If you are a business owner devoted to your business and perhaps putting your own planning on the back burner, we’ve put together a few questions for you to consider.
READ MORE
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Logan Passes CFP Exam!
Congratulations to Logan Dimitrie for passing the CFP exam last month! Well done, Logan!
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Thank You for Donating!
We would like to thank all of you who generously donated to our Brilliant Detroit Toy Drive for students in high need neighborhoods! We appreciate your continued generosity in supporting our holiday toy drives.
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Center Team Members Attend CFA Luncheon
Members of The Center Team attended CFA Society Detroit’s Annual Luncheon on the topic of “AI and the Human Element: The Future of Finance.”
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December Center-Versaries
Check out our Dec. Center-Versaries!
Tim Wyman - 25 years on the 1st
Josh Bitel - 8 years on the 12th
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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, Alex Valente was recognized for being Nice & Kind for his support with Walled Lake Western's annual Warriors for Warriors Pink Out Football Game to honor those who have/had cancer.
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Our office will be closed on Tuesday, December 24th and Wednesday, December 25th in observance of Christmas Eve and Christmas Day. We will also be closed on Wednesday, January 1st, in observance of New Years Day.
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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.
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