Tag Archive for: Kalamazoo

The Mandatory Roth Catch-Up

For years, employees aged 50 and older have had the option to make additional “catch-up” contributions on a pre-tax basis, providing a valuable tax deduction in their peak earning years. That changes January 1, 2026.

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Charitable Giving in Michigan

You’ve spent a lifetime building your career and your assets. Now, as you prepare to transition into retirement in the Kalamazoo, Marshall, or Battle Creek areas, you have an incredible opportunity to make a lasting impact.

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Minimizing Retirement Taxes: A Guide for Southwest Michigan Leaders

After a career of building success, the last thing you want is for income taxes to erode your retirement savings. For executives and business leaders in Southwest Michigan, proper tax planning isn’t just an option—it’s a crucial part of a smart retirement strategy.

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Pre-Medicare Health Insurance: Solutions for Early Retirement in Southwest Michigan

For many successful professionals in Southwest Michigan, especially in the Kalamazoo and Marshall areas, the dream of an early retirement is within reach. However, the fear of losing comprehensive health coverage before Medicare eligibility at age 65 can be a major source of anxiety.

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Wealth Transfer & Estate Tax Strategies for 2025 Kalamazoo and Calhoun County

For families in Kalamazoo, Battle Creek, Marshall, and across Southwest Michigan, one of the most significant aspects of estate planning is ensuring your hard-earned assets transfer efficiently to your loved ones.

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