Retirement Strategies of Michigan

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.