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When It Comes to Financial Literacy, It’s “Back to School” for All of Us
In schools this year, many students may receive copious instruction in reading, writing and arithmetic. But one subject still missing from many classrooms is personal finance -- an area of concern for Wayne Titus, president of AMDG Financial in Plymouth, Michigan, and chairperson of the Michigan Association of Certified Public Accountants’ (MICPA) Financial Literacy Task Force. Read more...
Time for a Mid-Year Check Up: How Are Your Finances Doing?
Summer is the perfect time for a mid-year check on finances, says Wayne Titus, CPA, PFS, AIFA®, president of AMDG Financial in Plymouth, Michigan. In a recent interview with Alisa Zee on WOMC’s Sunday Edition, Titus encouraged listeners to revisit their progress toward financial goals, including reviewing budgets, savings plans, and tax withholdings. Read more...
Centre for Fiduciary Excellence Renews Fiduciary Certificate for AMDG Financial
AMDG Financial was the first advisory firm in Michigan, and one of the first 10 advisory firms in the world, to receive the prestigious Fiduciary Certificate of Registration from the Centre for Fiduciary Excellence (CEFEX). Advisory firms seeking certification must undergo a rigorous fiduciary assessment by CEFEX every 12 months. Read more...
Rick Aguilar, CFA, Joins AMDG Financial as Adviser and Wealth Manager
With 20 years of leadership and financial experience, Enrique "Rick" Aguilar, CFA, was a natural fit to join Plymouth, Michigan-based AMDG Financial, says owner Wayne Titus. At a time when Detroit pensioners face the looming prospect of reduced benefits and higher healthcare costs, Aguilar, 41, brings a deep understanding of retirement issues and the need for trustworthy advice provided at a fiduciary level of care. Read more...
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