Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
Sorting through complicated compensation plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Family & Lifestyle
Protecting your social security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
The generosity and sacrifice of non-professional caregivers
Supporting an aging parent or less-independent loved one can be a mutually meaningful experience. Providing that care also comes with emotional, physical and financial costs to consider.
Family & Lifestyle
Why contribute to a Roth IRA?
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Deep clean your portfolio this spring
Mark your calendar with important market deadlines and closures.
Retirement and Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Five habits of 401(k) millionaires
Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
Connective tech offers seniors independence – with tradeoffs
Younger generations aren’t the only ones balancing the benefits of technological innovation with drawbacks like digital addiction, privacy concerns and mental health effects.
Retirement & Longevity
Unlocking the untapped potential of the Longevity Economy
Dr. Joe Coughlin, founder and director of the MIT AgeLab, explains why retirees are “the world’s most misunderstood market.”
Retirement & Longevity
How well do our retirement assumptions align with reality?
Too often, retirement is thought of as a finish line – a destination, rather than a new, decades-long phase of life.
Retirement & Longevity
- 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
- T 248.593.2998
- TF 888.475.2265
- F 866.522.9597
- 20 W Washington St Suite 2 Clarkston, MI 48326
- 1421 Pine Ridge Rd. Suite 300 Naples, Florida 34109
