Retirement Strategies of Michigan

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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.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Home Affordability

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

How much would your monthly lease payment be?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Life Insurance

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