Lisa M. Kelly

06/26/2026

The is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finances. Here are a few simple items to review to make sure you’re still on track.

Which one are you starting with? Tell us in the comments. 👇

06/18/2026

The tax implications and other considerations What is an in-plan Roth conversion? An in-plan Roth conversion allows participants of 401(k), 403(b), or governmental 457(b) plans to transfer pre-tax funds to an after-tax (Roth) account contained within the same plan. The main advantage of a conversion...

04/27/2026

Last week at the annual MSBO conference, we were honored to receive this Certificate of Appreciation from the Michigan School Business Officials in recognition of 25 years as an exhibitor and partner supporting schools across Michigan.

For the past 25 years, building relationships within the education community has been more than just business to us. It’s been an opportunity to support the people and organizations helping shape future generations every day.

Thank you to MSBO, our clients, partners, and everyone who has been part of the journey over the years!

04/02/2026

Why it is important to audit your subscriptions If you’ve ever looked at your bank statement and wondered, “Where did all my money go?” subscriptions may be part of the answer. Majority of us don’t think twice about a $9.99 charge or a $14.95 monthly fee. It’s small, automatic, and easy to...

03/23/2026

After helping countless individuals retire …but then having to send them to get a notary somewhere to finalize paperwork, I finally decided to go do my oath and get my notary commission. So, of course I needed a cheery stamp 😁🌸.

03/04/2026

Consider these influences on your lifestyle and finances For many retirees, stepping away from work doesn’t necessarily mean leaving the workforce entirely. In fact, an increasing number of retirees are

01/01/2026