INSIGHTS

A Fresh Look at Saving and Funding Options for College

Rising college costs can feel intimidating, but the right planning tools can make higher education far more attainable. Families and students who understand their financial options early are better...

Why Financial Literacy Matters Throughout Your Life

Financial literacy shapes many of the choices you make every day, and understanding how money works can make a meaningful difference at every stage of life. With April recognized as Financial...

Maximize IRA and HSA Contributions Before the Tax Deadline

Preparing for tax season offers a valuable chance to fine-tune your financial strategy, especially when it comes to IRA and HSA contributions. These accounts provide meaningful tax advantages, but...

Understanding Key SECURE 2.0 Features For Employee Financial Health

The SECURE 2.0 Act introduced new benefits that help employees manage immediate financial challenges while supporting long-term savings goals. Two of the most impactful updates are the 401(k)...

What OBBBA Means for Seniors and Their Planning

Legislative changes can feel overwhelming for older adults, especially when they influence finances, healthcare access, or long-term care decisions. The newly signed One Big Beautiful Bill Act...

Empowering Your Team's Financial Future

Empowering Your Team’s Financial Future: 2026 Retirement Plan Contribution Limits Every Business Owner Should KnowAs a business owner, you’re constantly balancing the needs of your company, your...

MICHIGAN - MAIN OFFICE

144 South Main Street
Mount Clemens, MI 48043

TEXAS SOUTH

1251 North Stuart Place Road
Harlingen, TX 78552

SOUTH CAROLINA

4177 Club Course Dr.

North Charleston, SC 29420

TENNESSEE

1639 Medical Center Parkway, Suite 109

Murfreesboro, TN 37129

NORTH CAROLINA

112 E. Moore Street, Suite 5
Southport, NC 28461

KENTUCKY

25101 US Highway 119 South
PO Box 945
Belfry, KY 41514

ILLINOIS - Frank Orzel & Associates

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Chicago, IL 60630

TEXAS WEST – Wealth Strategies Inc.

142 Cimarron Park Loop, Ste F
Buda, TX 78610

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Disclosure Documents

DISCLAIMER

All investing involves risk and costs, including loss of principal. Your advisor can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification strategies) can ensure improved confidence, assure profit, or protect against loss.

The views expressed represent the opinions of First Financial Coaching, Inc. which are subject to change and are not intended as investment advice or a forecast or guarantee of future results. Stated information is provided for informational purposes only. It is derived from proprietary and non-proprietary sources which have not been independently verified for accuracy or completeness. While First Financial Coaching, Inc. believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions which may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.

Some materials on this website have been reprinted or adapted with permission by Matson Money, Inc.

Advisory Services offered through First Financial Coaching, Inc., a SEC Registered Investment Advisor. Principal office: 144 South Main Street, Mt. Clemens, MI 48043. Phone: 586-463-1880. Insurance services offered individually.

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