Bill Duggan

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: ...

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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

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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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 ...

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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 ...

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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 ...

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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 Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

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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 ...

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A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

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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 ...

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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 ...

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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 ...

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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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