Retirement Strategies of Michigan

Newsletters

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Don’t Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Savings Accumulation

Estimate the future value of your current savings.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.