CBS Detroit — Making sure your 401K is working for you
Chris Nemes, Partner at Nemes Rush Family Wealth Management, talks with Kris and Sandra of CBS Detroit about common retirement questions and dives into 401Ks and other retirement plans.
WOOD-TV — How to stick to a budget during back-to-school season
Chris Nemes, a partner at Nemes Rush Family Wealth Management, discusses back-to-school budgeting with WOOD-TV and how to approach a strategy.
Reach the Summit
With inflation remaining high, the medium-term economic outlook somewhat uncertain, and global markets continuing to experience a high degree of volatility, it’s an excellent time to schedule a Summit Meeting: the kind of in-depth sit-down with a trusted advisor to conduct an essential review of your estate planning strategy.
WXYZ—Tips for Summer Savings and Budgeting for Vacation Season
Charles Nemes, Co-Founder and CEO of Nemes Rush Family Wealth Management sits down with WXYZ to provide insight on easy budgeting and vacationing solutions to make your summer travel plans a breeze.
Keen Interest
When the Federal Reserve formalized its anticipated rate hike with the latest quarter-point increase in its federal-funds rate, it was the 10th increase in the last 14 months. While the general expectation is that this will be the last increase for some time, the benchmark rate is now between 5% and 5.25%, dramatically higher than the record near-zero rates as recently as March 2022.
Nemes Financial Advisors Featured in FOX 2 News GM Buyout Segment
Nemes Rush’s own Charlie and Chris Nemes appeared together with reporter Amy Lange on a recent video interview segment on FOX 2 News in Detroit.
SECURE 2.0 Act
The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) has been passed by Congress and signed into law. The Act contains modifications to the current tax system that will have far-reaching effects on personal financial planning.
The Building Blocks
We’ve already talked about the importance of making a list, however, it is just as important to be aware of financial planning opportunities as we move through 2023 and approach the April 18th tax deadline.
Pre-Tax Prep and Timely Opportunities
All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.
Post-Election Breakdown
All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.
Don’t Drop the Ball
This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
Loan Wolves
This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
