Connect Financial

10/14/2026

This Women's Small Business Month, we're proud to celebrate Peg Lutz, co-founder of our firm and a dedicated advocate for helping individuals and families pursue their financial goals.

Building a business takes vision, perseverance, and a commitment to serving others. Peg's leadership has helped shape our firm's culture and client-first approach, creating a lasting impact on both our clients and our community.

Join us in celebrating women entrepreneurs and business leaders who inspire others through their passion and dedication

10/12/2026

Estate planning isn't just about what you leave behind. It's also about how your assets are structured today.

The ownership of a life insurance policy can affect estate planning outcomes, making it an important topic to review as part of your broader financial strategy. Learn more in this insightful article.

In estate planning, life insurance is purchased for several reasons: (1) to provide cash to the insured's family for daily living expenses, (2) to provide cash for potential death taxes and estate expenses, and (3) to provide a shelter from income taxes (for beneficiaries), potential estate taxes, o...

10/09/2026

Are you investing as much in your future as you are in your business?

Many women entrepreneurs spend years growing successful companies while postponing their own financial planning. This article explores strategies for balancing business growth with long-term wealth-building goals.

Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.

10/07/2026

Many people recognize the importance of planning for retirement, but fewer have a plan for long-term care.

The reality is that long-term care needs can impact families both emotionally and financially. This article explores why long-term care planning matters and what options may be available to help prepare for the future

Care for people who can’t take care of themselves is expensive, and regular health insurance doesn’t cover the cost. Here's what to know to prepare yourself if this happens to you.

10/05/2026

Fire Prevention Week is a reminder that preparation matters, whether you're protecting your home, your family, or your financial future. We're especially proud of our Client Service Associate, Dave Shively, who serves with the Cherry Grove Fire Department, and is currently working toward his full Fire certification. Take a moment this week to test your smoke detectors, review your family's emergency plan, and thank a local firefighter.

09/21/2026

We’re honored to be nominated for Best Financial Planner! Twice actually, as we were lucky enough to be nominated as both Connect Financial and James Carnaghi – Connect Financial.

Thank you to our incredible clients, friends, and community members for your trust, support, and confidence in our team. Being recognized by the people we serve is one of the greatest compliments we can receive.

We appreciate everyone who took the time to nominate us.

Voting ends September 25th at 11:59PM. You can vote and re-vote every 24hrs.

https://www.cadillacnews.com/peopleschoiceawards/

Thank you for being part of the Connect Financial family. 💙

09/14/2026

We’re happy to be one of the sponsors of the Cadillac Craft B**r Festival? Will we see you there?

09/02/2026

We're proud to support a project that's bringing color, creativity, and community spirit to downtown Cadillac. 🎨

What started as blank walls is being transformed into inspiring works of art through the local Mural Project. Connect Financial is honored to help support this community-driven effort and the volunteers, artists, and sponsors making it possible.

The project is only about 2/5 of the way to completion, but the good news is that you can still help support. The next paint party is scheduled for September 8 from 5-7pm at Primos BBQ in Cadillac. Donations are also appreciated as well.

09/01/2026

Meet Paul Singer, co-founder of Connect Financial.

Paul's approach is rooted in a simple belief: while no one can consistently predict the economy or time the markets, having a clear plan and staying focused on long-term goals can help individuals navigate life's financial journey with greater confidence. We're glad you're here and look forward to connecting with you.