News

Renee Egelski of FIM Group Earns Certified Financial Planner Designation

Traverse City, MI, May 1, 2013 – FIM GROUP, LTD. Is pleased to announced that Renee Egelski has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Ms. Egelski has worked at FIM Group since April of 2006 and is responsible for financial planning and wealth management for clients out of our Michigan office.

April Webinar Signup

FIMG will have its next webinar April 30th, 2013. To sign up for this, please go here.

Investing in a Hostile Environment-Q&A

To view this article by Barry Hyman, please see the PDF here.

Jeff Lokken's recent article in the Wall Street Journal

Jeff Lokken's recent article in the Wall Street Journal: "A Need to Catch Up".

Retirement is an exciting prospect for Miriam Wuensch, but financing it is a scary one.

Ms. Wuensch, 56, says she'd like to retire by 70, "if I'm lucky." But she hasn't had a 401(k) match since 2004, and fears she has too much ground to make up before she'd be able to retire comfortably.

Q&A with Barry Hyman March 2012

Q: I noticed on my most recent statement there is a lot more “idle cash” in money market than normal. Why have so much cash?

Renee Egelski of FIM Group Earns Certified Financial Planner Designation

April Webinar Signup

Investing in a Hostile Environment-Q&A

Jeff Lokken's recent article in the Wall Street Journal

Q&A with Barry Hyman March 2012

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