Blog

Do You Need a Financial Plan? October is National Financial Planning Month, which makes it a good time to step back and take a look at your financial life — not just your accounts, but the bigger picture. Most people don’t wake up...

When most people think about estate planning, they picture things like homes, savings, and investments. That’s all important, but there’s another side to your legacy that’s easy to overlook: your digital life. Your online accounts,...

At Lakeshore Financial Group, we’re always looking for motivated, talented individuals—whether you’re a seasoned advisor, career changer, or new graduate. In a job market that can feel uncertain, we offer something steady: a supportive,

Why Empowered+ Exists — Financial Advising Exclusively for LGBTQIA+ individuals, families, and business owners have access to financial guidance that respects who they are and supports them fully.

Why your spending habits might be tied to something deeper. Let’s rewind to Psych 101 for a second — remember feedback loops? There’s a positive feedback loop between your finances and your mental health. If you reinforce the initial...

What Every Business Owner Should Be Thinking About Right Now From rising interest rates and inflation to ongoing headlines about tariffs, staffing challenges, and potential tax changes, it seems like something new is impacting business...

Tax Day is just around the corner—25 days away to be exact! From seasoned business owners to individuals managing their finances, it’s crucial to get your ducks (and documents) in a row. Here’s a quick breakdown of this year's...

Balancing retirement savings with college funding for a child or grandchild can feel overwhelming—but it doesn’t have to be a choice. With the right strategy, you can work toward both without sacrificing your financial future.

Thinking about wills, powers of attorney, or healthcare directives might not be your idea of fun, but getting these documents in order now can save a lot of hassle later. It’s about making sure you’re covered, just in case.

The dust has settled from the whirlwind of the holidays, and the New Year is settling in. Now’s the time to face a few financial truths—like spending too much on that niece you don’t even like, for the third year in a row!