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Three Lessons from the Wells Fargo Debacle

Three Lessons from the Wells Fargo Debacle

It seems Wells Fargo just can’t get out of its own way. The banking institution, founded more than 160 years ago, came under fire in September for illegally inflating its sales numbers by setting up unauthorized bank and credit card accounts – some...

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Five Tips to Keep Cybercriminals Away from Your Assets

Five Tips to Keep Cybercriminals Away from Your Assets

It may have already happened to you. If you’re a customer of Target, T-Mobile, Experian or even an employee of the federal government, you’ve been the victim of a cybercrime. In 2015 alone, there were more than 490,000 identity-theft cases reported...

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The Parent Trap You Didn’t Expect

The Parent Trap You Didn’t Expect

Some are calling it a sleeping giant – one that could drive more people to consider long-term care planning to avoid creating a debt burden for their kids. If you’ve never heard of filial responsibility laws, now’s the time to get familiar. Failure...

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Michigan Mirrors National Financial Capability Statistics

Michigan Mirrors National Financial Capability Statistics

As chairman of the Michigan Association of CPAs’ (MICPA) Financial Literacy Task Force, I’m committed to helping both clients, and the people of our state, become better educated about their finances. And while there’s still a lot of work to do in...

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Here’s to HOPE Amidst the Sadness

Here’s to HOPE Amidst the Sadness

It’s been another week of bad news. Our thoughts and prayers go out to the survivors of the Orlando nightclub shootings on Sunday, as well as to the families in despair over the loss of their loved ones, and others impacted by recent Florida...

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