Financial Living Blog

The Lump Sum vs. Annuity Pension Debate

Nov 19, 2020 4:41:22 PM

A pension is a valuable workplace benefit that puts most of the responsibility on your employer. In exchange for your service, your company provides a significant amount of money for your retirement. You don’t have to choose or manage a set of investments. However, you do have to eventually make a big decision: Should you take a lump sum or annuity pension payout?

Read More

More People Meet Financial Advisers for Help: Here’s How to Get Started

Nov 11, 2020 9:20:24 AM

From investments to taxes, money can be a complicated and intimidating thing to navigate. That was true before the coronavirus – and it’s true now. The difference is that the economic impact of the pandemic has both exacerbated previous problems and introduced new stresses.

Read More

8 Steps to Help You Survive an AT&T Layoff

Nov 4, 2020 2:11:39 PM

AT&T is one of the biggest America’s largest corporations. As such, AT&T layoffs are not uncommon.

Read More

Rules for Taking Social Security While Working

Oct 28, 2020 9:29:55 AM

Social Security will undoubtedly be a part of your retirement plan, and if you’re like many Americans, work may be, too.

Read More

Market Update: Assessing the Potential of an Economic Recovery

Oct 22, 2020 7:49:41 AM

Advance Capital Management’s president and chief investment officer, Christopher Kostiz, provides his key economic and market insights from the most recent quarter.

Read More

6 Crucial Financial Steps for Couples in Case One Spouse Dies

Oct 14, 2020 12:03:11 PM

One of life’s greatest joys is to plan for a future with someone you love. But no plan is complete without planning for what could go terribly wrong. For married couples, that is often the loss of the other.

Read More

What Every Investor Needs to Know About Investment Fees

Oct 7, 2020 9:41:39 AM

Here’s a quick, easy mental exercise: How close to the dollar can you recall your recurring expenses (mortgage, car, electricity, etc.). You’re probably on the money or close for most of them. But, how about for your investment fees? Is that a little harder?

Read More

Where to Get Financial Advice – the Good and Bad

Sep 30, 2020 9:34:12 AM

Ask a friend or relative how much money they make, you’re likely met with silence. But ask for an investment tip and seemingly everyone opens right up – for better or worse.

Read More

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.

Read More

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.

Read More
    
Take our 10 step dream questionnaire to get a start on your future

Subscribe to Email Updates