Retirement Strategies of Michigan

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.