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Wealth is complex. We simplify it.
The Billion-Dollar Black Out
The upcoming total eclipse on April 8th isn't just a celestial spectacle; it's poised to be a billion-dollar bonanza for the U.S. tourism industry. Here's how this astronomical event is expected to translate into a windfall:...
Read MoreYear-End Financial Checklist
Albert Herzog IV, CFP®, CRPC® As we wrap up the 2022 year, it’s a good time to check off those planning items that you meant to get around to doing. As a financial advisor at Executive Wealth Management, we talk about...
Read MoreCash Alternatives for Charitable Giving
Thinking about donating? Think of these choices. Provided by Julee R. Sarto, AIF® The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate...
Read MoreEWM’s Bert Herzog Discussing the Fed Increasing Inflation Rates on WJR 760 AM
EWM Wealth Advisor and Founder Albert Herzog III, MBA, CFP, ChFC discuss the effects of the Fed raising interest rates on WJR Radio 760 AM’s ‘All Talk’ with Tom Jordan and Kevin Dietz.
Read MoreThe Fixed Costs of Variable Annuities
By Todd Perry, CFP®, CIMA®, CPWA®Private Wealth Advisor Variable annuities (VA) are often marketed as a great retirement savings vehicle. What’s not to like about insurance benefits, subaccounts to invest in...
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EWM’s Bert Herzog Discussing the Market on WJR 760 AM
https://www.youtube.com/watch?v=KE2qEDzRklM Bert Herzog, Founder and Wealth Advisor of Executive Wealth Management, talks with Kevin Dietz and Tom Jordan about what happened with the market Monday, June 13th.
Read MoreBert Herzog ~ All Talk with Jordan and Dietz on WJR 760 AM
May 19, 2022 - Bert Herzog, Founder of Executive Wealth Management, talks with Kevin and Tom about the latest with the Dow.
Read MoreMeal-making effort warms hearts of Brighton couple with Ukraine ties on the Livingston Daily
Volunteers from a pair of organizations — aided by two Brighton residents with Ukraine ties — this week packed 11,000 meals they plan to send to refugees from the war in eastern Europe. Read the article on LivingstonDaily.
Read MoreBrighton based company packs thousands of meals packets for Ukranian refugees
Employees and volunteers at the Executive Wealth Management in Brighton were on a mission to pack as many meals as possible for Ukrainian refugees. “Our goal is to pack anywhere from 9 to 12 thousand meals… that will be...
Read MoreAre You On Track?
By Todd Perry, CFP®, CIMA®, CPWA®Private Wealth Advisor One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle...
Read MoreCould Custodial IRAs Help Young Adults Buy Homes?
Some parents and grandparents have that possibility in mind Provided by Albert Herzog IV, CFP®, CRPC® Individual Retirement Arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only...
Read MoreQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Julee R. Sarto, AIF® Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset...
Read MoreAnnual Financial To-Do List
Things you can do for your future as the year unfolds. Provided by Michael R. Barber, EWM Executive Wealth Advisor What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to...
Read MoreEnd-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2021. Provided by Robert Larsen, Private Wealth Advisor What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did...
Read MoreTax Planning in the Retirement ‘Gap’ Years
Tax Planning in the Retirement ‘Gap’ Years The day has finally come to fully retire and move on to the next phase in life. You’ve saved diligently for the last 30 years, and it’s time to start using the...
Read MorePlanning for College
Planning for college is a major event in the life of your child and for you as their parent. Navigating the world of college loans and securing funding can be overwhelming the first time you are faced with funding school. In 1992...
Read MoreIs a Roth IRA Right for You?
A Roth IRA is an individual retirement account where contributions are made with after-tax dollars; unlike the typical or “regular” IRA funded with tax deductible contributions up to a certain amount. While losing that tax...
Read MoreHidden Lake Resident Helps Provide Opportunities for Compassionate Growth
Your neighbor, Bert Herzog, is the founder of Executive Wealth Management, a prominent investment advisory firm headquartered in Brighton, MI. The firm believes there should be ample opportunity for anyone to succeed – even when...
Read MoreUncover New 401(k) Opportunities
Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors that have an employer-sponsored retirement account. But many employer plans offer...
Read MoreSaving and Enhancing Lives in the Community
Discover how lives are literally being saved and enriched by two amazing organizations, Work Skills, and Fund-a-Life. Fund a life is an organization that was founded by Mark Howell, a (then) 30-year-old Stage 4 Melanoma Cancer...
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