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Retirement Countdown: 5 Things to Consider Before Your Next Life Stage

Retirement Countdown: 5 Things to Consider Before Your Next Life Stage

When you’re approaching retirement age, it can be easy to daydream about what life after work could be like, if you decide to retire at all. Will you play more golf? Take up crafts? Travel? Start a business? The choices may seem endless, but...

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Understanding Sequence Risk in Retirement

Understanding Sequence Risk in Retirement

In our recent investor feedback survey, some of our clients commented that they had questions about retirement planning. If you’re nearing retirement age, you’re probably wondering when to claim Social Security, which assets to draw down first,...

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The SECURE Act and Your Retirement Plan Beneficiaries - Do This NOW!

The SECURE Act and Your Retirement Plan Beneficiaries - Do This NOW!

Editor’s Note: Special thanks to Aaron Shahan at Atlas Law in Plymouth, MI for contributing to this article.

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The Value of Advice: Stretching Your Retirement Dollars

The Value of Advice: Stretching Your Retirement Dollars

For some people, deciding whether to work with a financial adviser can be a process fraught with uncertainty. Do you ever wonder if working with an adviser is “worth it,” or whether you could do the job better yourself?

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Why Entrepreneurs Need Financial Planning

Why Entrepreneurs Need Financial Planning

Starting a new business is exciting, and those who start businesses share some unique traits. They’re usually comfortable with risk. They’re optimistic about the future. And some either won’t, or would prefer not to, work for someone else. Many...

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