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Blog

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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Laura Woloson | Feb 11, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Laura Woloson | Jul 28, 2020

Social Security History and Benefits

Retirement

Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of

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Laura Woloson | Jul 25, 2020

Investing in the Wake of COVID-19

Investments

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In

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Laura Woloson | Jul 23, 2020

What are the benefits of Diversifying my Investments?

Investments

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the

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Laura Woloson | Jul 13, 2020

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Laura Woloson | Jul 7, 2020

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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default blog image
Laura Woloson | Jul 1, 2020

Why Women Make Better Investors than Men

Finance
Investments

When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy.

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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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