Retirement Strategies of Michigan

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Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Lease Payment

How much would your monthly lease payment be?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.