Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you’re a lifelong
Health insurance is one of the most confusing parts of retirement planning, especially for Michigan State University employees approaching retirement.
In...
Understanding State of Michigan Retirement Benefits: Pension vs. Defined Contribution and Health Care Options
If you work for...
Roth Contributions, Tax Planning, and What to Do Now
Michigan State University recently added Roth options to its retirement plans, and that change...
In this quarterly recap, David Shotwell and Nick Nauta look back at how markets finished 2025 and share what they are watching in 2026. They cover the...
Welcome back to Kitchen Table Finance. Season 5 kicks off with one of our favorite annual traditions, reviewing last year’s market predictions and...