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.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Car Affordability

How much can you afford to pay for a car?