Financial Living Blog

Finding Old AT&T Retirement Benefits

Sep 23, 2020 1:57:56 PM

These days, it is rare for someone to spend their career in one place. Most people jump around, leaving for a higher salary or winning work culture, much like professional athletes. There is nothing wrong with trying to better yourself, but it can come with a downside when you’re ready to hang it up: finding all of your old retirement benefits.

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One of Barron’s Best RIAs – What Makes a Top Adviser?

Sep 17, 2020 9:34:00 AM

Last week, Advance Capital Management was named to the Barron’s list of America’s Best RIAs. We are honored and grateful to our clients for making this possible.

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Is Your Portfolio Truly Diversified? Here’s How to Tell.

Sep 10, 2020 9:31:15 AM

It doesn’t take psychic powers to become a successful investor. In fact, the better way to invest is by acknowledging the fact you can’t predict the future. The trick is diversification, which is the investment strategy of owning a mix of investments in your portfolio.

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5 Key Advantages of HSAs for Retirement

Sep 2, 2020 12:01:37 PM

MacGyver was resourceful, as you are resourceful.

The plucky polymath from the action-packed TV show could take any household items at his disposal – paperclips, a piece of chewing gum, some Duct tape, a Swiss Army Knife – and build a highly effective device to save the day. Similarly, as you plan for retirement, you essentially have to assemble various assets to create an effective, sustainable income stream.

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Our Chance to Combat Financial Illiteracy in America

Aug 27, 2020 9:24:07 AM

By Vince Vitale

What does it mean to be financially literate?

I bet most people will say it’s simply the ability to manage one’s own finances. That is something most Americans struggle to do.

Consider these remarkable statistics of  personal financial health in America:

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3 Facts on Why Investors Shouldn’t Worry about the 2020 Election

Aug 20, 2020 11:48:27 AM

We all know 2020 has been anything but normal. In a time of a global pandemic, economic recession, social unrest and high political partisanship, this year’s presidential election is unlikely to follow any type of script either. On top of what it may mean for the country’s future, you are probably wondering what it could mean for your portfolio and financial goals.

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How to Calculate Your FERS Retirement Benefit

Aug 12, 2020 9:24:36 AM

By Kurt Mears, Advance Capital Management Financial Adviser

What every federal government employee knows is that one of your primary retirement income sources will be the FERS basic benefit. Along with Social Security, this pension-like system is a coveted form of guaranteed income. What you may not know is how exactly your FERS retirement benefit is calculated.

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IRAs for Self-Employed Workers

Aug 5, 2020 9:23:46 AM

A common perk of working for a company is a retirement plan. What about if you work for yourself? Will you have a harder time retiring when you decide to call it quits?

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Advance Capital Management Named a 2020 Financial Times Top 300 RIA

Jul 30, 2020 9:31:59 AM

We are pleased to announce Advance Capital Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fourth year in a row that Advance Capital Management has been listed.

“We are again honored to be named a top financial adviser in the U.S. and especially proud to have done it for four consecutive years,” said Joe Theisen, chief executive officer of Advance Capital Management.

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

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Forbes 2020 Top Next-Gen Wealth Advisors

Jul 27, 2020 11:45:59 AM

We are pleased to announce two financial advisors – Ryan Sheffer and Terra Hohf – have been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list.

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