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In today's fast-paced world, your time is precious. As financial issues become more complex, and you are confronted with many more options, understanding and managing your finances takes a greater share of your attention. As financial professionals, we can help you sort through the maze of money management options and make choices that are the most suitable for your short and long term goals. We are conveniently located in Troy and can be reached at (248) 643-0033. We offer a unified approach to your finances designed to help you save time and money, meeting your goals more efficiently.

 

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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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A Look at Diversification

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Healthy Body, Healthy Pocketbook

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A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Estimate your monthly and annual income from various IRA types.

Social Security Taxes

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Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Rightsizing for Retirement

What does your home really cost?

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