At Southwest Michigan Financial, we believe that a successful retirement starts with education, not a sales pitch. As fiduciaries, Chuck and Justin Henrich are legally and ethically bound to act in your best interest—and we believe that starts by giving you the tools you need to make informed decisions about your future.
The “Main Street” math of retirement has changed. Whether you’re navigating the complexities of the 2026 tax landscape, evaluating Medicare options while still working, or trying to protect your family from a “tax time bomb” on your inherited IRA, these resources are designed to cut through the noise.
Our Free Medicare and Retirement Resource Library Includes:
- Comprehensive Medicare Tips: How to avoid lifelong penalties and choose the right plan.
- Wealth Transfer Strategies: Protect your heirs from unnecessary taxation.
- Retirement Income Blueprints: Turn your nest egg into a predictable, lifelong paycheck.
- The Under 50 Advantage: Why the best time to plan for 65 is today.
Download our library of free educational guides below. These aren’t just brochures; they are roadmaps built to help you protect what you’ve earned and secure what’s next.
No obligations. No jargon. Just clear, fiduciary-led guidance for your retirement journey.
Have questions after reading a guide? Skip the guesswork. Schedule a 15-minute ‘Ask Chuck’ call to see how these strategies apply to your specific situation.
Comprehensive Resource Guide to Medicare
Navigating the complexities of Medicare can be challenging, but with the right information, you can make informed decisions about your healthcare. This guide provides a foundational understanding of Medicare, its different parts, eligibility, enrollment, and key considerations.
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Retirement Income Resource Guide
The goal of a successful retirement plan is not just to have a large nest egg; it is to transform that nest egg into a reliable, predictable stream of income. This guide explains how that income can support your lifestyle for the rest of your life, no matter how long that turns out to be.
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Retirement Planning Guide
For those around age 50, your most powerful financial asset isn’t your income — it’s time. This guide focuses on maximizing your advantage through early saving, smart investing, and strategic risk management.
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Wealth Transfer Guide
Understanding how Uncle Sam views your legacy is the first step to protecting it. Use this guide to distinguish between the two types of taxes your heirs may face and how your IRA type changes their experience.
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