The Retirement Advantage, MI
Safeguard Your Wealth With Required Minimum Distribution Strategies
September 22, 2023
Understanding Your Way Around Tax-Smart Retirement: A Consumer's Guide to RMDs and Beyond Let's face it: ...
What is Your Risk Tolerance
August 19, 2023
One of the most crucial things to understand in retirement is your risk tolerance. But what ...
Charitable Gift Annuities
June 20, 2023
A Path to Philanthropy with Perennial Benefits If you are seeking a financial instrument that merges ...
How Fixed Indexed Annuities Offer Guaranteed Income And Avoid Market Risk
April 10, 2023
Is guaranteed lifetime income important to you? Fixed Indexed Annuities (FIAs) are a type of retirement ...
How Does an Annuity Company Invest the Funds?
February 9, 2023
Annuity Companies and how they invest. An annuity is a financial contract in which an insurance ...
How Fixed-Index Annuities Can Help You Lock In Gains
February 1, 2022
“Fixed index annuities have some benefits that may make them the perfect choice to help you ...
If You Are Approaching 65 You Should Know Your Medicare Options.
April 7, 2021
"Medicare can be a very complex, confusing subject. Still, it is an essential component of your ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
6 Annuity Misconceptions You Need To Know
January 30, 2019
Here are 6 Annuity Misconceptions You Should Know About When it comes to Your Money and ...
7 Financial Tips to Help you Enjoy Life and Reduce Stress
April 6, 2019
Use these tips to reduce stress 1. Get serious about your retirement: If your employer matches ...
A Compelling Story: Fixed Index Annuities
July 21, 2020
How would you like to play poker where the casino told you they would guarantee you ...
A Gold Watch And Lifetime Income
March 7, 2019
Pensions have evolved to self directed retirement planning I grew up in steel country in Western ...
A La Carte Planning Don't Be A Victim
March 26, 2023
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A New Idea That Has Been With Us For Over 200 Years
August 14, 2019
“Only money left over after paying taxes can be spent. For the average person in the ...
A Retirement Income Trifecta
May 9, 2022
The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...
A Simple And Successful Approach For Your Nest Egg
September 25, 2022
In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...
A Time To Give Thanks
November 3, 2021
As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...
Alternatives To Traditional Long Term Care Policies
January 15, 2019
Until recently few other options for LTC protection have existed Until recently, there have not been ...
Annuities Are A Logical Solution For Longevity Risk
October 14, 2021
"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...
Annuity Lie: You Die and the Insurance Company Profits
November 17, 2021
Why lie about annuity benefits? If you buy an annuity and die, the insurance company keeps ...
The Retirement Advantage, MI
7020 Olde Farm Trail
Almont, Michigan 48003