GNZ Financial

10/18/2026

Medicare Open Enrollment is about more than comparing plans. It's about reviewing your life.

Have your healthcare needs changed over the past year? Have your prescriptions changed? Has your current plan changed?

October is a great time to take a fresh look at your Medicare coverage and make sure it still aligns with your needs and goals.

Sometimes the changes are small. Sometimes they're more significant. Either way, it's worth reviewing.

10/16/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

10/16/2026

To all Michigan educators: thank you.

Now that the school year is in full swing, we wanted to take a moment to recognize the incredible work you do for students, families, and communities across the state.

At GNZ Financial, we're proud to work with Michigan public educators and help them better understand their retirement benefits and planning opportunities.

📌 We also host educational retirement planning webinars designed specifically for Michigan educators.

Visit our website for upcoming events and additional resources.

10/14/2026

The world will always give us something to worry about.

Market volatility. Breaking news. Economic uncertainty.

There will never be a shortage of headlines competing for our attention.

But successful financial planning is often about focusing on what you can control rather than reacting to what you can't.

Your savings habits.
Your spending decisions.
Your long-term goals.
Your financial plan.

The most effective plans aren't built around predicting the future. They're built around helping you stay focused on what matters most, even when the noise gets loud.

What helps you stay focused when distractions are everywhere?

10/13/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

10/12/2026

Fall is a great time for State of Michigan employees to take a fresh look at their financial plan.

With open enrollment approaching, many people will soon be reviewing healthcare and insurance decisions.

While you're doing that, consider asking yourself a broader question:

Am I on the right path toward retirement?

Your benefits are an important part of the equation, but so are your retirement savings, income goals, and long-term plans.

Taking a few minutes to review where you stand today can help you make more informed decisions for the future.

We've also created educational resources specifically for State of Michigan employees to help you better understand your benefits and retirement options.

📌 Check the comments for the link. Thank you for everything you do for the State of Michigan.

10/09/2026

Healthcare can be one of the biggest expenses in retirement.

Planning ahead can help you better understand your options and avoid surprises down the road.

10/09/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

10/07/2026

One of my favorite parts of this profession is celebrating our clients' victories.

Recently, a client achieved a goal they had been working toward for decades: purchasing their dream second home.

The home itself is exciting, but what makes the accomplishment even more meaningful is what it represents.

Years of disciplined saving.
Intentional planning.
And a place where future family memories can be created for years to come.

Financial planning isn't just about account balances. It's about helping people achieve the goals that matter most to them and creating opportunities to enjoy life's meaningful moments.

What's one personal goal you're working toward right now?

10/06/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.