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Blog

Hand holding a large bundle of balloons
Laura Woloson | Sep 11, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Laura Woloson | Aug 11, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Laura Woloson | Jul 11, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Two yellow balloons with smiley faces on them
Laura Woloson | Jun 11, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two men sitting at a table and having a conversation
Laura Woloson | May 11, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Elderly woman doing yoga in a park
Laura Woloson | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
Laura Woloson | Mar 11, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Professionally dressed man and woman looking at a tablet
Laura Woloson | Feb 11, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Laura Woloson | Jan 11, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Laura Woloson | Dec 11, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Laura Woloson | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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An exit sign in a modern office building
Laura Woloson | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Office

7608 Dixie Highway
Clarkston MI 48346

Contact Info

248-625-6736
henry@wolosonfinancial.com

     
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