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Wednesday, November 24, 2021

When I hear the quote “A rising tide lifts all the boats”, most often associated various economic policy, I think of when benefits provided to a few may lead to conditions that are beneficial to all. This may or may not be...

 

Tuesday, September 21, 2021

Divorce Planning – Leveraging the CFP® Practitioner By Kimberly Enders CFP® CWS™ Taxable ramification of the changing of ownership, or liquidation, of both after-tax and pre-tax investment accounts. Nuance...

 

Tuesday, September 14, 2021

Questions to ask yourself before preparing your Estate Plan 1. What is the “flow” of liquid assets (i.e.: cash, IRA’s, stocks, etc..) after my death? How much should go to my spouse versus how much should go to my...

 

Sunday, September 5, 2021

In my humble opinion, the way to empower women in the realm of personal finance is through financial literacy. As adults, access to financial education tends to come from three main sources: friendship, education and advising. Some...

 

Thursday, August 5, 2021

In the world of personal finance, we often talk about having a diversified portfolio. You know, the pie chart with all the different colors. What we don’t often talk about is what exactly this means

 

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Monday, July 5, 2021

My name is Kimberly and I am a financial planner in Detroit, Michigan. The one wearing a suit, pearls, slicked back hair and 26 years of experience in the world of personal finance. Confidence in spades. Yep, that’s me. Right?...

 

Monday, January 4, 2021

January 4, 2021 With the hustle and bustle of the holiday season behind us…. I do hope this letter finds you happy, healthy and a bit more wealthy as we finish the year strong in the fixed-income and equity markets. One of the...

 

Friday, June 5, 2020

June 2020 It has been two months since I last communicated with you like this about the dramatic impact of COVID-19 on the stock market & our entire way of life. I have spoken personally with just about everyone and am profoundly...

 

Sunday, April 5, 2020

April 2020 It's been two months since I last communicated with you via email about the dramatic impact of COVID-19 on the stock market. In different ways, we have all felt the virus’ impact affecting our families, finances and...

 

Tuesday, December 31, 2019

December 31, 2019 Ringing in the New Decade! The New Year is a wonderful time to both reflect the past and plan for the future. We would like to take this opportunity to say, ‘thank you’. Thank you for the confidence you...

 

Thursday, December 13, 2018

When I was a little girl I wanted to have a job where I carried a briefcase. I remember my mom saying “then you better go to college and get a good job”. Never did she tell me that I had to ‘find a husband’ to...

 

Thursday, December 13, 2018

In the days gone by, life insurance was purchased by individuals to pay off the house or fund college education in the event of an untimely death of a spouse. Maybe “something for the kids" should mom or dad die early or a bridge...

 

Tuesday, January 2, 2018

January 2nd 2018 Happy 2018! The New Year is a wonderful time to both reflect the past and plan for the future. We would like to take this opportunity to say, ‘thank you’. Thank you for the confidence you have placed in us...

 

Tuesday, September 5, 2017

September 2017 Happy Fall! It is with great pleasure that I write my semi-annual letter. I am grateful for the professional friendship with you, my client, and excited to share some updates happening here at Enders Wealth Management....

 

Wednesday, April 5, 2017

April 2017 Happy Spring! In an effort to continue to provide you excellent service, 2016 & 2017 are the years we are tweaking our business model. The 2016 Client Surveys were extremely helpful and we are continuing to implement the...

 

Wednesday, June 27, 2012

June 27, 2012 Liquidity in Retirement In the new FINRA Suitability Rule, effective July 9, 2012, the generally held definition of liquidity is as follows: Liquidity is the extent to which a customer desires the ability or has financial...