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989 W Washington St. Ste. 101 Marquette, MI 49855

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
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.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?