INDEPENDENT FINANCIAL ADVISOR

HELPING YOU PROTECT YOUR FINANCIAL FUTURE
OUR TEAMSERVICES

7 Healthy Habits of a Successful Retiree

What makes someone successful in retirement? Is it money and how much you have of it? No. Not solely, but it helps. The Employee Benefit Research Institutes recent survey does indicate that retiree confidence is higher in those who have a retirement plan...

Determining Your Retirement Income Needs

What is it? Determining your retirement income needs is a process that helps you identify your retirement planning needs based on your desired standard of living and the resources you'll have available. Today, you can typically no longer rely on Social Security...

How to Use Social Security After the File-and-Suspend Rule Ends

The file & suspend claiming strategy has been eliminated as of April 30, 2016. However, the restricted application strategy is still available for people that were born on or before January 1, 1954. They can restrict their social security application to their spousal...

Co-author: James J. Speir

Journal of Elder Abuse & Neglect: The Lichtenberg Financial Decision Screening Scale (LFDSS): A new tool for assessing financial decision making and preventing financial exploitation.
(Volume 28, Issue 3, 2016)

EVENTS

IRA DISTRIBUTIONS: LEARN WHAT YOU NEED TO KNOW ABOUT RMD’S IF YOU ARE APPROACHING 70 ½

Seminar Dates:

  • May 9th, 2018 at 1:00pm
  • May 10th, 2018 at 1:00pm

LOCATION:
Walsh College
41500 Gardenbrook Road
Novi, MI. 48375