Great Lakes Wealth

⏰ On September 2, 2024…

💼 Happy Labor Day!

Are you looking for a reliable source of financial news and information? Look no further than the Great Lakes Wealth YouTube channel! We feature a wide range of videos, including the latest news, insightful podcasts, and valuable financial advice.

Whether you're new to investing or a seasoned pro, we have something for everyone. Click the link below and hit the subscribe button today: www.youtube.com/

⏰ On September 1, 1985…

⛴️ The Titanic was first found after sinking in 1912.

- One of the best ways to avoid overspending? Plan ahead! Planning meals, get-togethers, and other expenses ahead of time can help you avoid making spontaneous buys. Random purchases (even small ones) can add up over time, so be proactive about your spending and saving! 💡

⏰ On August 31, 1961…

👑 Princess Diana was born.

Happy National Toasted Marshmallow Day from the Great Lakes Wealth Team! 🍢

We’re celebrating this sweet day with some perfectly toasted marshmallows! Whether you enjoy them golden brown or a little extra crispy, it’s all about savoring the moment with good company. 😋

How do you like your marshmallows? Let us know in the comments!

🎉 Get Ready for the Final Free Birmingham Movie Night! 🌟

Great Lakes Wealth is proud to be the presenting sponsor for the final event in the Free Birmingham Shopping District Movie Night series, returning to Booth Park on Friday, September 6! Join us for a fun-filled evening with a screening of Space Jam! 🎬

📅 Friday, September 6
🎶 Pre-show and sponsor giveaways start at 6:30 PM.
🎥 Movie begins at 7:30 PM.
📍 Booth Park, downtown Birmingham, MI (corner of North Old Woodward Ave & Harmon St)

It’s the perfect way to enjoy a summer night with family and friends! We can’t wait to see you there for an unforgettable evening of fun, community, and great entertainment! ✨

Running a small business involves juggling multiple financial responsibilities. Here are some tips:

✔️ Manage Cash Flow: Monitor income and expenses regularly to maintain a healthy cash flow. Create a budget and stick to it.

✔️ Separate Business and Personal Finances: Keep your business and personal finances separate to simplify accounting and tax filing.

✔️ Retirement Planning: Explore retirement plans like SEP IRAs or Solo 401(k)s to secure your future and offer benefits to your employees.

✔️ Expense Management: Regularly review and categorize expenses to identify potential savings and tax deductions.

At Great Lakes Wealth, we can help you create a comprehensive financial plan tailored to your business and personal goals. Connect with us today, at ➡️ www.greatlakeswealth.us

⏰ On August 30, 1983…

🚀 Guion Bluford became the first African-American in space.

Join us in celebrating the achievements of Daniel Kou, James Steffen, and Lucas Scicluna as they successfully complete the 2024 summer internship at Great Lakes Wealth! ☀️🎉

📚 Daniel is heading back to the University of Michigan as a sophomore this fall.
📈 James will be returning as a senior at Plymouth High School.
🌟 Lucas Scicluna is set to continue his journey as a junior at the University of Michigan.

We wish Daniel, James, and Lucas all the best in their future endeavors and look forward to seeing them succeed in everything they pursue!

Catch a glimpse of their summer journey by watching the 2024 Great Lakes Wealth Summer Internship Recap Video on YouTube!

Watch here: 👉 www.youtube.com/watch?v=Y3Uq0I67mNo

On Monday, September 2, 2024, we will celebrate Labor Day and recognize the contributions of workers across the nation. As such, both the U.S. financial markets and our GLW office will be closed in observance.

GLW will close at 4:15 pm on Friday, August 30th, and will remain closed through Monday, September 2nd. Our office will reopen for regular business hours at 8:30 am on Tuesday, September 3rd.

⏰ On August 29, 1958…

👑 Michael Jackson was born.

✨GLW Financial Definitions: Tax-deductible Donations

Tax-deductible donations are contributions of money or goods to a tax-exempt organization such as a charity. Tax-deductible donations can reduce taxable income. To claim tax-deductible donations on your taxes, you must itemize on your tax return by filing Schedule A of IRS Form 1040 or 1040-SR.

Contact us today to learn more at 📞 248-378-1200, or visit our website to learn more ➡️ www.greatlakeswealth.us

⏰ On August 28, 1963…

🗣️ Martin Luther King Jr. gave his "I Have a Dream" speech.

At Great Lakes Wealth, we say, “If you fail to plan, you plan to fail.”

Determine your strategy(ies) before you begin investing. Your strategy should help you meet your financial goals and grow your wealth while maintaining a level of risk that you're comfortable with.

Don't invest alone. Visit us online or call 📞 (248) 378-1200 to open your account today. 👍

👉 www.greatlakeswealth.us

⏰ On August 27, 1859…

⛽️ Edwin Drake discovered petroleum.

Congrats to one of GLW’s student-athlete ambassadors and Eastern Michigan Soccer sensation, Olivia Sipsock, for starting off the season by tallying 3 goals & 1 assist - and setting an EMU record for the fastest goal ever starting a game in their history - at only 8 seconds into the match. The Eagles are also 3-0 to start the year. Congrats, Liv, but you and your Lady Eagles teammates are only… just gettin’ started! 🎉🤾‍♀️⚽️🦅

💰 MONEY MARKET MONDAY RATES! 💰

Our rates are up! Earn an impressive +5.41% Annual Percentage Yield (APY) with our Money Market Partner Program – with NO ACCOUNT FEE*. Start your week on a high note with GLW’s Enhanced Cash Management Program. Don't miss out on this opportunity!

Call us today at 📞 248-378-1200 to get started on maximizing your savings potential! Or visit 👉 www.greatlakeswealth.us to learn more about who we are and how we may help you. 🤝

Learn More ➡️ www.greatlakeswealth.us/enhanced-cash-management-program

⏰ On August 26, 1939…

⚾️ The first MLB baseball game was televised.

Are you looking for a reliable source of financial news and information? Look no further than the Great Lakes Wealth YouTube channel! We feature a wide range of videos, including the latest news, insightful podcasts, and valuable financial advice. 👍

Whether you're new to investing or a seasoned pro, we have something for everyone. Click the link below and hit the subscribe button today: www.youtube.com/

⏰ On August 25th, 1939...

🪄 The Wizard of Oz released in theaters.

- Have you had the same internet passwords for years? Change them! In order to keep accounts secure, you should change your passwords often, never share them or write them down, and make them difficult. Never use your birth or anniversary date as a password. 💡

⏰ On August 24th, 2011...

💼 Steve Jobs resigned as CEO of Apple.

Missed our CEO and Chief Investment Officer, Dewey D. Steffen interview earlier today? No worries! Dewey’s interview will be LIVE on WDIV Local 4 / ClickOnDetroit with Hank Wi******er at 5:00 PM to discuss the FED rate cuts coming and students back to school spending! 📉💼🚨

📅 Date: Monday, 8.23
🕒 Time: 5:00 PM
📺 Channel: WDIV Local 4 / ClickOnDetroit

Watch live here 👉 www.clickondetroit.com/live

At Great Lakes Wealth, we honor the dedication and resilience of family-owned businesses that form the backbone of our communities.

Your hard work and commitment inspire us every day, and we're here to support your financial goals with tailored investment strategies. Here's to the continued success of family businesses everywhere! 🌟

👉 www.greatlakeswealth.us

⏰ On August 23rd, 1978...

🏀 Kobe Bryant was born.

Creating a legacy through estate planning is key to leaving your mark. At Great Lakes Wealth, we help protect and share your assets with loved ones and causes you care about. Here’s how to get started:

☑️ Create a Will: Outline asset distribution and guardianship.

☑️ Set Up a Revocable Living Trust: Flexibly manage your estate.

☑️ Assign Durable Powers of Attorney: Designate trusted decision-makers.

☑️ Prepare a Living Will: Specify healthcare preferences.

Incorporate charitable giving for a lasting impact. Strengthen your legacy with Great Lakes Wealth today: ➡️ www.greatlakeswealth.us

⏰ On August 22nd, 1865...

🧼 William Sheppard received the patent for liquid soap.