Retirement Strategies of Michigan

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Lease Payment

How much would your monthly lease payment be?
Savings Goals

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

Determine whether you should consider refinancing your mortgage.