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Shifting Gears: Retirement Planning Essentials for Auto Industry Professionals
After decades in the auto industry, you’ve navigated countless changes—shifting consumer trends, supply chain challenges, and the rise of el

Kickstart Your Financial Year: 5 Proven Steps for Success in 2025
Plan your financial future with these 5 steps, from portfolio rebalancing to estate planning.


Investing in Michigan’s Future: Beyond the Big Three
Giving back can be personally fulfilling—and financially smart. Learn how to make the most of your charitable giving with these pro strategi


Charitable Giving Strategies for the Savvy Donor
Want to optimize your charitable impact? Read a professional wealth manager’s recommended strategies for savvy donors.


Financial Planning Check-Up: A Medical Pro’s Prescription
Medical professionals face high risks every day—even with their investments. Learn how a proper financial planning check-up can help.


From Engineer to Financial Advisor: The Valletta Group Story
When I decided to create my own firm, naming it proved challenging. The inspiration came from an unexpected place – my family's heritage.
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