3883 Telegraph Rd. Suite 204   Bloomfield Hills, MI  48302          1-866-321-6228 

InvestWise Financial, LLC is built on a solid foundation of excellent client service and in-depth market knowledge. Our associates take financial education seriously, guiding you down the road toward financial freedom.

Plan for Tomorrow ~ Live for Today ~ Let us help you plan for the Future!

 

Money Mondays with Murray Feldman discussing Pension options

 

 

 ~ click here for more information ~

When you're not managing

your 401(k), HOO is?

 

 

~ Media Highlights ~ 
Click images below to read about or listen to InvestWise Financial.

 

 Detroit News

Mitch Albom Show WJR 760 AM

 

Detroit Auto Scene
 

 

 

 ~ Workshops & Seminars ~ 

The educational process continues even after your strategy is prepared and implemented. We offer our clients new and updated information as it becomes available, as well as opportunities to attend educational workshops and presentations.  CLICK image below to register for a class or get information regarding our courses.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  In fact, we ensure that all of our clients have a clear understanding of the Investment Strategy process and the options available to them prior to the formation of the financial portfolio. 

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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