Financial Living Blog

The 9 Types of People You'll Meet in Retirement

Oct 4, 2019 8:21:50 AM

Everyone’s experience in retirement is unique. But there are some characterizations we can draw from data collected in various surveys and studies of retirees. Put together they form the nine types of people you’ll encounter throughout your later years. Some offer attributes you may want to adopt and others those you are best to avoid. They all, however, can provide lessons on how to live a fulfilling retirement.

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Estate Planning Steps for AT&T Employees and Retirees

Sep 25, 2019 12:12:16 PM

A refrain that best describes estate planning is that it’s not about the years you have left, it’s about the years you have lived. As an AT&T employee or retiree, you’ve likely earned a variety of valuable retirement benefits, such as your AT&T pension and your 401(k) savings. Although thinking about life after you’re gone can be difficult, it becomes easier when you reframe it as planning how to successfully manage all you’ve worked hard for.

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Alternative Ways to Help Your Child Pay for College

Sep 18, 2019 9:44:51 AM

As tuition rates increase, so too does the difficulty of paying for college.

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Three Advance Capital Advisers on Forbes Best-in-State Next-Gen List

Sep 11, 2019 8:38:46 AM

We are extremely pleased to announce that three of our financial advisers -- Daniel McHugh, Michael Hohf and Terra Hohf -- have been named to Forbes magazine’s 2019 Best-in-State Next-Gen Wealth Advisors list. They were recognized as among the top young wealth advisers in Michigan.

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Navigating 529 Plan Rules for Grandparents

Sep 5, 2019 10:24:09 AM

They say it takes a village to raise a child. With the rising cost of college, students can use all the help they can get. And grandparents are stepping up.

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Make Hiring a Financial Adviser Easier

Aug 29, 2019 10:07:05 AM

Hiring a financial adviser is a good way to boost your chances of achieving your financial goals. Studies have shown that people who work with an adviser save more and feel more confident in their financial futures than those flying solo. Yet many people still hesitate to take this important step.

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How Much Should You Set Aside to Retire from AT&T?

Aug 22, 2019 8:48:35 AM

If all goes according to plan. Those are the rose-colored words people commonly say when they think they’ve got retirement fully covered. If all goes according to plan, I’m all set for retirement. They are often spoken by people who expect to retire with a sizeable pension or some kind of financial windfall, such as from selling a business.

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Choosing the Right Federal Thrift Savings Plan Investments

Aug 14, 2019 12:53:16 PM

From postal workers to VA doctors, we’ve had the pleasure to work with many federal government employees. An important factor in their financial success is choosing the right investments in the federal Thrift Savings Plan (TSP).

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Ways You May Not Know a Financial Adviser Can Help

Aug 7, 2019 10:11:21 AM

Humans are curious by nature. Yet there’s much we fail to know about even the most common things in our lives that could really help us.

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Market Commentary: A More Challenging Environment, but Positive Signs Remain

Aug 1, 2019 10:38:57 AM

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

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