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Blog

Grandmother and granddaughter knitting together
Laura Woloson | Sep 11, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Laura Woloson | Aug 11, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Laura Woloson | Jul 11, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Laura Woloson | Jun 11, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Woman writing in a paper planner with a pen
Laura Woloson | May 11, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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default blog image
Laura Woloson | Apr 11, 2021

Keeping your Personal Finances in Shape

While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you

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default blog image
Laura Woloson | Mar 26, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Senior couple in a meeting with a financial professional
Laura Woloson | Mar 11, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Laura Woloson | Feb 11, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Man wearing a mask
Laura Woloson | Feb 11, 2021

What History Can Tell Us About the Post-COVID-19 Investing Market

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the
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Laura Woloson | Feb 11, 2021

5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Finance

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And

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property
Laura Woloson | Feb 11, 2021

Investing in Tangible Assets

Investments
Property
Real Estate

Remember Beanie Babies?  In the late 1990’s, Beanie Baby mania swept the country, with amateur collectors searching frantically at every card shop and kids

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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.

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7608 Dixie Highway
Clarkston MI 48346

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henry@wolosonfinancial.com

     
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