Retirement Strategies of Michigan

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Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
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.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.