What year end financial moves can I make in a pandemic? Staying on top of your finances is important. It’s not something that you need to monitor daily (unless you do so for budgetary reasons), but there are certain times each year that are important to check in. One...
What is stepped up basis? I’ve seen a lot of buzz lately about stepped up basis. I thought I’d help clarify what it is, what it could mean for you, and some proposed changes that could come into play in the future. All of the examples I lay out assume the...
What do I need to do during open enrollment? It’s fall. In Michigan, that means getting ready for snow and the impending cold weather. It also is my favorite time of year. While I miss sitting outside as much as in the spring and summer, I really love the...
Take this opportunity to become the proud owner of a 20 ounce Yeti Rambler Mug! In order to enter, watch the video for instructions or do the following! “Like” Telos Financial on facebook. You can do so here: https://www.facebook.com/telosfinancial Post a...
What will the presidential election mean for the markets? For those who follow politics, it can be an emotional and frustrating experience. It’s become even more so lately as the news cycle is continual, ubiquitous, and social media spreads news (and lies) more...
Is it okay to Treat Yo Self? I love to spoil myself. I think most of us do. While we all have different tastes, likes, and preferences, there are probably things you like that you like to splurge on too. Will that ruin your financial plan? Will it destroy your...
