by Telos Financial | Oct 29, 2020 | Estate Planning, Financial Planning, Insurance, Retirement
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...
by Telos Financial | May 14, 2020 | Financial Planning, Investments, Retirement, Roth IRA, Tax
What investment moves should I make in a recession? Thank you for checking out Telos Financial’s Plan for your Purpose financial planning blog. The purpose of the blog is to introduce financial planning topics I believe are important. I want to start...
by Telos Financial | Feb 27, 2020 | Financial Planning, Retirement, Savings, Tax
What’s a Traditional IRA? Thanks for coming back for the latest edition of Planning for your Purpose, Telos Financial’s blog, where I discuss different topics related to financial planning. CERTIFIED FINANCIAL PLANNER™ professional Dennis LaVoy is Plymouth, Michigan’s...
by Telos Financial | Feb 13, 2020 | Financial Planning, Retirement, Savings
Thanks for coming back for the latest edition of Planning for your Purpose, Telos Financial’s blog, where I discuss different topics related to financial planning. CERTIFIED FINANCIAL PLANNER™ professional Dennis LaVoy is Plymouth, Michigan’s financial advisor serving...
by Telos Financial | Jan 30, 2020 | Retirement, Savings
Thanks for coming back for the latest edition of Planning for your Purpose; Telos Financial’s blog where I discuss different topics related to financial planning. CERTIFIED FINANCIAL PLANNER™ professional Dennis LaVoy is Plymouth, Michigan’s financial advisor serving...
by Telos Financial | Aug 1, 2019 | Financial Planning, Retirement, Savings
Thanks for coming back to Planning for your Purpose; Telos Financial’s blog where I discuss different topics related to financial planning. CERTIFIED FINANCIAL PLANNER™ professional Dennis LaVoy is Plymouth, Michigan’s financial advisor for high income young...
