For Kalamazoo residents, retirement planning with a local advisor delivers clarity, structure, and strategic insight. The result is a well-rounded financial framework built to handle retirement’s complexities and help you avoid costly mistakes. 1. Personalized Financial Planning Built Around Your Life A retirement financial planner starts by reviewing your retirement […]
In Michigan, you can begin receiving Social Security retirement benefits as early as age 62. However, to receive full benefits, your Full Retirement Age (FRA) depends on your birth year. For those born in 1960 or later, the FRA is 67. When it comes to retirement accounts like 401(k)s and […]
When making life-changing investment decisions, it’s really easy to get lost in the details. Sure, you’ve set some general retirement goals, you’ve assessed your current financial situation, and you’ve likely taken inventory of your assets and resources. But, it’s not always that easy. Wealth management can be incredibly complex and, […]
It’s not 1999 anymore, you know, there are lots of ways to chase your financial goals. Whether you need help with early retirement planning, long-term investment management, or rectifying a dire financial situation, you don’t have to meet face to face to get it done. Financial planning services have come […]
When planning for your financial success, it pays to enlist the help of an experienced investment advisor. Investors can help you plan for retirement, build your business, and define real financial goals. But, if you’re just starting, it can be daunting to choose from the sheer number of financial advisors […]
When looking at your retirement accounts, it’s easy to think everything’s A-OK. It’s easy to think your retirement savings and Social Security income will cover your living costs. After all, it’ll cost a lot less, right? Aren’t your retirement years basically just a long string of Saturdays? Believing it’ll be […]
Your money is a valuable asset. Oh, actually, that’s the definition of money. So, you should have a high level of confidence in your financial advisors. They should have a keen understanding of the markets and your goals. They should have their eyes trained on your financial success. And, of […]
We know that financial planning for young adults isn’t always top of mind. But, planning for your financial future early is one of the easiest ways to ensure a successful adulthood. Your financial health is contingent on a number of factors: earnings, savings, monthly expenses, and debt. As a young […]
If you’re just starting thinking about investing, you’re probably overwhelmed by the options that are available. Finding the right financial advisor can be a challenge and, with an already busy life, how do you fit it into your schedule? How do you satisfy the minimum investments? With virtual financial planning, […]
It can be challenging to identify the best fixed income investments. It’s a tricky question with a difficult answer. And, since there are a lot of definitions of what a fixed investment is, different people may expect different answers. Are you interested in buying a bond from the government to […]