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- Have You Been Denied Life Insurance Coverage?
- The Confidence Gap: Why 6 in 10 Americans Struggle with Financial Decisions
- Escheat Happens: What Happens to Forgotten Accounts and How to Keep Your Money Out of State Hands
- Could a Split Congress Actually Be Good for the Markets?
- Medicare & Healthcare Annual Review of Coverage
- The Hidden Cost of Keeping the “Bank of Mom and Dad” Open
- Medicare’s Superhero: The Licensed Agent
- Inflation in Retirement: Is This Déjà Vu?
What is the best age to claim Social Security?
As retirement approaches, one of the most consequential financial decisions you’ll face is when to start your Social Security benefits. While you can begin as early as age 62, this choice has a permanent impact on the amount of income you and your spouse will receive for the rest of your lives. The key is understanding the financial trade-offs at every age, and being aware of the latest rules and projections, which we’ve updated for 2026.
Retirement Readiness in Southwest Michigan
Unless you’re part of an elite few, you can’t expect to retire on a whim. Retiring takes preparation and perfect timing. That means starting the planning process early to determine whether you’re financially, physically, and psychologically ready to embark on this major journey. Once you consider these three factors, you’ll be set to begin the process for what may be some of your most joyous and carefree years of life.
Are Your Retirement Plans SECURE Now?
Why Losses Hurt So Much More Than Gains Help You
Retirement Tax Planning for the Pandemic and What You Need to Know
Are you taking too much risk in retirement?
Falling into the Social Security Trap
3 Tax traps to avoid in retirement
Do you have Recurring Income in your Retirement?
Understanding RMDs and How They Impact Your Kalamazoo Retirement Plan
You’ve done it. You’ve diligently contributed to your retirement accounts and watched your nest egg accumulate over decades. As you enter the distribution phase of life, you might prefer to let those funds continue to grow tax-deferred if you don’t need them immediately.