Bill Duggan

The Retirement Advantage, MI


Social Security is Your Foundation for Retirement Income

April 10, 2024

Retirement planning can feel overwhelming – investment strategies, withdrawal rates, and healthcare costs must be considered. ...

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Employer-Sponsored Retirement Plans

March 7, 2024

Your Workforce Advantage The 401(k) The 401(k) plan is a fundamental element in many retirement planning ...

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Building Blocks for Business Owners' Retirement

February 10, 2024

Retirement planning is a journey that many small business owners embark on with a mix of ...

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Financial Strategies for a Longer Prosperous Life

January 6, 2024

In an era where life expectancy is rising remarkably, we grapple with a vital and complex ...

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Social Security Retirement Benefits

December 12, 2023

Separating Facts from Fiction Deciding when to claim Social Security retirement benefits is a critical financial ...

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Rethinking Retirement

November 9, 2023

The Role of Time in Crafting a Fulfilling Post-Work Era Retirement planning often conjures up images ...

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The Dangers of Not Being Prepared for Retirement

October 11, 2023

A Cautionary Tale The golden years of retirement are often envisioned as a time of leisure, ...

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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: ...

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What is Your Risk Tolerance

August 19, 2023

One of the most crucial things to understand in retirement is your risk tolerance. But what ...

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Charitable Gift Annuities A Path to Philanthropy

June 20, 2023

A Path to Philanthropy with Perennial Benefits If you are seeking a financial instrument that merges ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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 Pennsylvania. ...

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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 ...

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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 ...

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A New Identity in Your Golden Years

November 28, 2023

Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...

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Bill Duggan picture

Bill Duggan

The Retirement Advantage, MI

7020 Olde Farm Trail

Almont, Michigan 48003

(586) 336-9588

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