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What’s on our mind? You can read about it in our blog. And if you have questions, feel free to schedule a call anytime using the link below. Thanks for stopping by!

 

Tuesday, November 6, 2018

Have you ever thought about what would happen to your family if you were to die tomorrow? Would they be able to cover their basic living expenses? Would your kids be able to go to college? It’s an uncomfortable thought which many...

 

Tuesday, October 9, 2018

Do you have a care plan for your long-term health and financial well-being as you age? You’d be surprised how many elderly adults don’t plan for their long-term care and end up in less-than-satisfactory situations. You...

 

Saturday, August 25, 2018

If you’ve thought about retirement at all, you’re probably aware of Medicare, a federal insurance program designed for people older than 65, younger adults with disabilities, or those with end-stage renal disease that...

 

Wednesday, August 1, 2018

If you’re like most parents, the minute you hold your new child in your arms you start thinking about all the things you’re going to do with them and the lessons you will teach them along the way. Most parents want to see...

 

Wednesday, July 11, 2018

Believe it or not, we are halfway through 2018! As we reach this mid-year mark, let’s dig in to the details of what our economy is up to. After a stellar 2017, 2018 has brought a fair share of ups and downs, market volatility,...

 

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Friday, June 29, 2018

According to the Bureau of Labor Statistics, an average American household spends more than $3,000 a year on eating out. As an advisor, I help my clients plan financially for what matters most to them, and hey, we all have to eat! When...

 

Friday, April 27, 2018

Almost 62 million people depend on Social Security in one way or another. Born out of the Great Depression as a retirement safety net, it has grown to cover 96% of workers in the US. (1) In 2017, the Social Security Administration paid...

 

Thursday, April 19, 2018

As an employee of the University of Michigan (U-M), you know that the university and students appreciate their staff. It’s no surprise that the university employee benefits package offers a variety of valuable financial,...

 

Friday, March 2, 2018

If you’ve kept an eye on the markets in the past year, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record highs (1) and until the...

 

Thursday, February 8, 2018

The statistics that surround the conversation of love and money aren’t pretty. We all know that money can cause rifts in relationships, but not many realize that couples average three arguments per month about financial issues...

 

Friday, February 2, 2018

For many of us, a new year equals new goals and resolutions. Whether you want to get healthier, improve relationships, or focus on your finances, it can be difficult to know where to start. It’s not surprising, then, that 80% of...

 

Thursday, January 4, 2018

On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has promised tax reform and this bill entails a number of changes to the U.S. tax...

 

Thursday, December 7, 2017

A new year is just around the corner, and with a new year often comes fresh starts, new goals, and renewed motivation. New Year’s resolutions usually lead people to purchase gym memberships or pledge to spend more time with...

 

Wednesday, November 15, 2017

Happy Thanksgiving to you and your family! I want to take a moment to thank you for an amazing year in 2017. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously....

 

Thursday, July 6, 2017

As we age, it seems like we are inundated with news articles and stories about our impending retirement. Unfortunately, a lot of the advice can be contradictory or overwhelming. We are told that we need X amount for a 20-year...

 

Monday, July 3, 2017

I want to help my clients reach their financial dreams by giving them honest and objective financial advice.

 

Monday, July 3, 2017

A trusted advisor plays a very personal role in your life and can help you and your family for decades. At Pilot Wealth Management we want to make it easy for you to get to know us and learn how we can help you and your family.

 

Monday, July 3, 2017

Our goal is to serve as your financial copilot and navigator through the complexities of financial planning. We understand that no matter how much money you earn, you want to make the most of it. But our services extend beyond...

 

Wednesday, May 24, 2017

For the past several years, people have been vehemently predicting a market downturn. As a result, you’ve probably seen plenty of headlines about what to do when the market goes down, but lately it seems the market doesn't care...

 

Wednesday, April 12, 2017

A financial advisor can be one of the most prominent professionals a person works with in their life, playing a very personal role and forming a long-lasting relationship. It’s not surprising, then, that it can be incredibly...

 

Friday, January 27, 2017

Like many young adults fresh out of college, I wasn’t sure what I wanted to do with my career. My dad was a CPA, and an interest in finance ran in the family, so I assumed that would be the best route for me to take. I applied...

 

Saturday, January 21, 2017

We are thrilled to announce the launch of the new Pilot Wealth Management website and newsletter! The new website and communications are designed to offer you information, resources, and updates to help you pursue your financial goals....