Retirement Strategies of Michigan

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Impact of Inflation

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