Kaydan Wealth Management

A lot can change in 20 years — including the cost of investing. That's why it's important to revisit your portfolio from time to time. A review can help identify opportunities and ensure your investments continue to support your goals. Questions? We'd be happy to help. Call 810-354-7976.

Are You Checking or Reviewing? This checklist shows you the difference.

Tomorrow is Shred Day!

📅 Friday, June 26th
🕙 10:00 AM – 1:00 PM
📍 329 W. Silver Lake Road, Fenton

Bring up to 10 boxes of personal documents for secure shredding with the help of Shred-It.

We'll be ready rain or shine.

More info here: https://www.kaydanwealthmanagement.com/shred/

📅 One Week Away! Kaydan's 12th Annual Community Shred event returns next Friday.

Before you come:

✔ Gather old documents
✔ Remove documents from binders
✔ Bring up to 10 boxes
✔ Invite a friend or neighbor

We'll have secure on-site shredding and a dumpster available for empty boxes and non-shreddable paper items.

Not sure what to keep vs. shred? Check out this helpful checklist:

Avoid Identity Theft & Fraud - Kaydan Wealth Management 12th Annual Community Shred Day Friday, June 26, 2026 from 10:00 AM – 1:00 PM Kaydan Wealth Management – Fenton Office (329 W. Silver Lake Road) Identity Theft & Fraud Continue to Rise 💰 Consumers reported $15.9 billion in fraud losses in 2025📄 Improperly discarded documents remain a commo...

Research suggests a large share of investors check their portfolio at least once a day. But how many have reviewed the structure behind those numbers recently? There's a difference between monitoring performance and evaluating whether your allocation, fees, and withdrawal strategy still fit your timeline. If retirement is getting closer, that second kind of review is worth doing. Explore how we how we may support you in this process. Call us at 810-354-7976!

Approaching Retirement? Start Here The years around retirement are when alignment matters.

🏆 Congratulations to Jim Kruzan, CFP®, CRPC®!

We're proud to share that Jim Kruzan, Founder and Senior Wealth Advisor at Kaydan Wealth Management, has been recognized on the Barron’s Top 1500 Financial Advisors list for 2026.

This marks Jim’s 8th consecutive year receiving this national recognition.

With hundreds of thousands of financial professionals serving clients across the country, being included on Barron’s annual ranking reflects a commitment to professionalism, leadership, and client service.

While awards are appreciated, Jim is the first to point out that accomplishments like this are only possible because of the trust our clients place in us and the dedication of the entire Kaydan Wealth Management team.

Please join us in congratulating Jim on this achievement!

A lot of investors check their portfolio regularly — some even daily. But checking and reviewing aren't the same thing. Checking tells you what happened. A review evaluates whether the structure behind those numbers still fits where you're headed. If retirement is on your radar, that distinction could matter more than you think. Call us at 810-354-7976 to discover how we may be able to assist you!

When Did You Last Review Your Fees? Expense ratios have dropped a lot since 2005.

🚨 Fraud isn't slowing down. Consumers reported over $15 billion dollars in fraud losses last year, and many scams begin with information that was improperly discarded or accessed.

Secure shredding won't stop every scam, but it's one simple step you can take to help protect sensitive personal information.

Join us Friday, June 26th for our 12th Annual Free Community Shred Event.

📍 Fenton Office (329 W. Silver Lake Road)
🕙 10:00 AM – 1:00 PM

Learn more and RSVP here: https://www.kaydanwealthmanagement.com/shred/

🗓️ Save the Date!

Identity theft and fraud continue to rise, and securely disposing of sensitive documents remains one of the simplest ways to help protect yourself.

Join us for Kaydan Wealth Management's 12th Annual Community Shred Day.

📅 Friday, June 26, 2026
🕙 10:00 AM – 1:00 PM
📍 329 W. Silver Lake Road, Fenton

✔ Secure on-site shredding by Shred-it®
✔ Drive-through convenience
✔ Up to 10 boxes per person
✔ Open to the community

Bring your old documents, invite a friend, and help reduce the risk of identity theft.

Learn more and RSVP:
https://www.kaydanwealthmanagement.com/shred/

🎓 Happy 529 Day!

One minute you're attending kindergarten graduation. The next, you're touring colleges.

Kids grow up fast, and many families use a 529 plan to help prepare for future education expenses. Starting early may provide more time for savings to grow and can create greater flexibility when those expenses arrive.

One of the most common questions we hear is:

"How do I save for my child's future without sacrificing my own retirement?"

The best approach is often one that balances both goals.

Whether you're just getting started, contributing to an existing 529 plan, or wondering if you're on track, we're happy to help.

Let's build a plan that supports both of your futures.

P.S. Congratulations to Alicia, daughter of our own Jen Slater, CFP®, CRPC®, on her recent high school graduation! We wish her all the best as she begins her next chapter at the University of Michigan this fall. 💙💛