Broker Check

Insights

Tuesday, February 20, 2024

Keeping a long-term perspective is key for staying on the right track toward your financial goals. Here are a few reasons why.

Friday, February 2, 2024

We are thrilled to announce that Dempsey & Dempsey Financial Services, based in Adrian, Michigan, has merged with Willis & Machnik Financial Services.

Tuesday, January 9, 2024

Willbee Transit-Mix Co. chose Willis & Machnik Financial Services to provide a 401(k) plan for its employees. Since then, they’ve had peace of mind knowing that their plan was being administered by a tax-intelligent partner.

Monday, December 11, 2023

Nonprofit organizations can have complex financial challenges, from managing endowments to raising funds for their cause to investing in their staff’s future with a business retirement plan.

Friday, September 8, 2023

While money can’t buy happiness, in my years of experience, I’ve witnessed it buy a lot of peace of mind. Finances and health are interconnected on a variety of levels.

Show All

Friday, August 18, 2023

New changes are coming for estate and gift tax exclusions. Unless Congress takes action, the current limits are set to sunset at the end of 2025. While that timeline might seem far away, the time to act is now.

Thursday, July 6, 2023

We believe collaborating with CPAs when advising our clients is crucial in wealth management. It helps us focus not only on what you earn, but what you keep. Tax planning is year-round, and often accompanies major life transitions.

Thursday, June 15, 2023

Business owners know they need to offer a retirement plan as part of their comprehensive benefits package. But if you aren’t working with a financial advisor to manage your workplace retirement plan, you're likely missing key benefits.

Wednesday, May 17, 2023

It is with heavy hearts that we announce that our friend and colleague, Tom Masters, passed from this life on Monday, May 15, 2023, following a battle with cancer.

Monday, May 8, 2023

Hear from Founder and Wealth Management Advisor Pat Willis and Managing Partner Dan Machnik as they share their personal journey in planning for the future of Willis & Machnik Financial Services.

Monday, April 3, 2023

While the idea of financial investing and wealth management might seem daunting, hiring a financial advisor could be the most important investment you make in planning for your financial security.

Monday, March 20, 2023

A Q&A with Dan Machnik and Pat Willis: Because my mother and her husband, Phil, created a foundation to allow our family to give back to the city of Jackson, I spoke to her about the impact of private family foundations.

Monday, February 6, 2023

Ask any small business owner their biggest source of stress, and the majority will say cash flow. But, if you are part of the fortunate minority that has a positive cash flow with plenty in reserve, that’s a great problem to have.

Wednesday, January 4, 2023

At the start of a new year, many people are making resolutions to set a budget, get organized or improve their health. But what about the health of your business? For business owners, a new year is a good opportunity to start fresh.

Tuesday, December 13, 2022

Although 2022 is coming to a close, there is still time to reduce your tax bill. As the new year approaches, here are some year-end strategies to consider.

Tuesday, November 22, 2022

What would you do with a charitable investment account dedicated to supporting the causes you care about most and leaving a legacy you and your family can be proud of?

Tuesday, October 18, 2022

We’re just weeks away from midterm elections in the United States. Many people fear that volatility is influenced by which political party is in (or comes into) power, and that’s not the case. 

Wednesday, October 12, 2022

We understand estate planning is a tough conversation to navigate, but let’s face it, it’s a critical topic. Growing generational wealth requires proper planning and protection of your assets.

Friday, September 16, 2022

If you own a business, you know the success of your company starts with a crystal-clear vision and a carefully crafted budget to make it a reality. A budget is an essential planning tool for estimating your business's future revenue,...

Monday, September 12, 2022

With great pride and gratitude for his years of service to the firm, we are excited to announce Wealth Management Advisor Mike England’s promotion to Partner!

Monday, August 15, 2022

Raising kids – much like owning a business – is full of ups and downs. From the time your children were young, you’ve likely been anticipating the day they head off to college and that significant expense has loomed...

Monday, July 11, 2022

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. A Health Saving Account (HSA) is...

Monday, June 6, 2022

With Summer just around the corner, now is the time to plan your next adventure! We understand getting away can be expensive, with high inflation as a cause for concern. Whether you are having a staycation this summer or traveling to a...

Tuesday, May 10, 2022

Global unrest, inflation, energy costs it’s understandable that you might be wondering what’s coming next, and how it will impact your financial goals. Market swings are a normal part of investing, and one of the main...

Friday, May 6, 2022

Wealth management through a tax-focused lens should be applied across nearly all financial decisions you make — including investing, retirement spending, social security planning, and transferring wealth.

Tuesday, April 5, 2022

It is officially springtime, and the month of April is an ideal time to review your finances and change course as needed to meet the yearly financial goals you set at the beginning of the year. April is also Financial Literacy Month, a...

Tuesday, March 22, 2022

Interest rates. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So, when you hear that the financial markets are reacting to the news once...

Monday, February 21, 2022

Willis and Machnik has been recognized as one of the top affiliates of Avantax Wealth Management®. We are here because of the work we do with our wonderful clients. They have helped us reach this position by challenging us to discover

Wednesday, February 16, 2022

Getting married is one of the most significant life decisions a person makes. You should not go into a marriage unless you are confident that you have chosen the right partner. The decision to get married is very personal. To find...

Friday, January 14, 2022

The New Year is a great time to start fresh. Whether your goal is to be more organized, improve your physical fitness, or create a budget for future savings, now is the time to start your momentum for 2022.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...