Edelman Financial Engines

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Edelman Financial Engines The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course.

The Edelman Financial Engines office in Ann Arbor is here for you, serving the areas of Ann Arbor, Howell/Brighton, Jackson and Ypsilanti. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

11/02/2026

Required minimum distributions mean you’ll need to start withdrawing from certain retirement accounts. How you do it can affect your taxes and income.

RMDs are like pickleball: Eventually, everyone starts talking about them.

You: Haven’t had a chance to make an estate plan.Also you: Just cleared your calendar to binge the new season of your fa...
10/30/2026

You: Haven’t had a chance to make an estate plan.

Also you: Just cleared your calendar to binge the new season of your favorite show.

Lack of time isn’t really what holds people back from stuff like writing a will. More likely, it’s the feeling that you have decades to get it done … or the overwhelming weight of your own mortality.

Financial planner Ted Borowiak gets it. In this must-listen Money on Your Mind podcast episode, he talks with host Michael Liersch about what holds people back from estate planning and how you can up your will-power (get it?).

Listen now 🎧 https://ow.ly/UNr351011xZ

10/29/2026

"What's the biggest mistake you see people making with their money today?"

That's the question we ask every planner, each episode. In their responses, maybe you'll recognize a habit of yours. But that's no reason to panic—mistakes are how we learn in life, including in finances. Catch episode 39, a special compilation with host Michael Liersch, to hear what's tripping people up, and how to get on a better path.

Available on Spotify, Apple Podcasts, or YouTube.

https://ow.ly/b6O351025aN

Will your Medicare decisions ever end? Maybe not, but according to Ari Parker, author of It’s Not That Complicated, it’s...
10/29/2026

Will your Medicare decisions ever end? Maybe not, but according to Ari Parker, author of It’s Not That Complicated, it’s (spoiler alert) … not that complicated.

He’s got a great take on how to approach your Medicare options after your initial enrollment: Just think of it like a relationship. 🫶

Find out more: https://ow.ly/MbjK50ZXeqz

10/28/2026

Is it true financial planners don't want you to spend money? As financial planner Mark Cano knows, plenty of people are too afraid to spend what they've earned, even if they can afford it. In episode 40, Michael Liersch talks to Mark about how our emotions drive our behavior, sometimes to our detriment.

Available on Spotify, Apple Podcasts, or YouTube.

https://ow.ly/pbCR5101sj2

10/27/2026

Whether you’ve already claimed benefits or are still deciding, it’s important to understand how Social Security fits into your broader retirement income plan.

We’ll make it easier to understand than that pesky self-checkout machine.

10/27/2026

The beneficiaries you name for an account will override anyone named in your will. Is that a surprise? Then catch Michael Liersch's conversation with Rodney Weaver on episode 38 of Money On Your Mind. Rodney is our Head of Estate Planning and brings 20 years of experience to the mic—and plenty of stories about what can go wrong when details slip through the cracks.

Also available on Spotify, Apple Podcasts, or YouTube.

https://ow.ly/CzEJ51010l7

Lots of things to consider as you cast your vote in the November elections, but here’s one you probably don’t need to th...
10/23/2026

Lots of things to consider as you cast your vote in the November elections, but here’s one you probably don’t need to think about: your portfolio.

The truth is that over the long term, the markets historically don’t really care who wins. 📈

Don’t believe it? We pulled the numbers for you 👉 https://ow.ly/yVcm50ZV3Fp

Learn what decades of market history say about elections, volatility and investing – and why long-term discipline often matters more than political outcomes.

10/23/2026

For many people, full retirement age is getting close. It can be a good time to think about how Social Security may fit with your broader plan.

The right timing depends on your broader financial picture.

Less than 25% of American adults have a will, according to a Caring .com 2025 survey.Yikes.You can avoid writing a will,...
10/22/2026

Less than 25% of American adults have a will, according to a Caring .com 2025 survey.

Yikes.

You can avoid writing a will, but your family won’t avoid the fallout. 💔

The truth is, if you could see the impact that dying without a will could have on your loved ones, you’d probably do it today. So why wait?

Get more info on what happens if you die without a will 👉 https://ow.ly/fzmH50ZXeuT

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2950 South State Street, Suite 250
Ann Arbor, MI
48104

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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