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From Our Point Of View

Tax-Smart Moves Before April 15th

March 2, 2026

Roth Conversions Explained: What They Are, Benefits, Risks, and When They Make Sense | By Ryan Hozeska, CFP® Thumbnail

Roth Conversions Explained: What They Are, Benefits, Risks, and When They Make Sense | By Ryan Hozeska, CFP®

February 21, 2026

“I Wish I Had Started Sooner” and “I Hope My Kids Will Talk to You” | By Ryan Hozeska, CFP® Thumbnail

“I Wish I Had Started Sooner” and “I Hope My Kids Will Talk to You” | By Ryan Hozeska, CFP®

February 16, 2026

Couples & Money: Building a Retirement Plan Together Thumbnail

Couples & Money: Building a Retirement Plan Together

February 7, 2026

Why Many Households Overpay in Taxes Without Realizing It | By Ryan Hozeska, CFP® Thumbnail

Why Many Households Overpay in Taxes Without Realizing It | By Ryan Hozeska, CFP®

February 4, 2026

Why Many Nurses Retire Later Than They Want To and How to Avoid It | By Ryan Hozeska, CFP® Thumbnail

Why Many Nurses Retire Later Than They Want To and How to Avoid It | By Ryan Hozeska, CFP®

February 1, 2026

How Early Planning Impacts Retirement Flexibility for U-M Professionals | By Ryan Hozeska, CFP® Thumbnail

How Early Planning Impacts Retirement Flexibility for U-M Professionals | By Ryan Hozeska, CFP®

January 28, 2026

Why “Set-It-and-Forget-It” Investing Doesn’t Always Work for Nurses | By Ryan Hozeska, CFP® Thumbnail

Why “Set-It-and-Forget-It” Investing Doesn’t Always Work for Nurses | By Ryan Hozeska, CFP®

January 19, 2026

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