Smart investment options for retirement can help you stay prepared for unexpected expenses and a longer life expectancy. Learn about your options as you navigate retirement.
Avoid These Mistakes When Setting Up a Living Trust
Avoid these five mistakes when you’re setting up a living trust so you and your trustees benefit from the full advantages a trust has to offer.
How To Pass On Your Financial Values to the Next Generation
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
The Social Security Administration announced a 2021 Cost of Living Increase on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
Investing for Retirement Income: Straw, Sticks, or Bricks?
What is the difference between dividend-yielding stocks, high-yield bonds, and total-return investing, and how do you choose?
The CARES Act Has Waived RMD Distributions for 2020. Here’s What You Should Know
The CARES Act allows retirees to forego taking their RMDs for the rest of 2020. This could be a money-saving move, find out why in this quick guide.
A Guide to Trusts for Estate Planning
Estate Planning: Learn the truth about trusts and the surprising advantages you could be missing out on.
Wellness in Retirement: Enjoy the Abundance of Northern Michigan
14 ways to stay healthy in retirement. If you are unhealthy, you’ll miss out on the retirement you envisioned.
Even in Northern Michigan: Common Financial Scams that Target Retirees and How to Spot Them
As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.
How the SECURE Act Will Affect Your Retirement
Here’s a closer look at some of the most important elements of the SECURE Act.