Financial Living Blog

5 Good Reasons to Take Social Security Early (Fear That It Will Run Out of Money Isn’t One)

Mar 22, 2023 8:30:00 AM

Some Americans claim Social Security before full retirement age because they worry the program will run out of money. In fact, one study found that more workers report a desire to claim benefits earlier when news coverage of the program’s finances is negative.

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Is Your Inheritance Taxable?

Mar 15, 2023 9:35:13 AM

Giving money to people you love should be a joyful experience. The same goes for receiving an inheritance. These moments shouldn’t be wasted by stressing about taxes.

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AT&T Retirement Benefits Overview

Mar 8, 2023 9:58:01 AM

As an AT&T employee, you have access to a variety of retirement benefits, including a pension plan, a 401(k) account, and health and life insurance. However, it’s up to you to best utilize each one to secure a comfortable retirement.

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ACM Named to List of Best Performing Investment Strategies

Feb 27, 2023 11:00:02 AM

We are excited to announce that Advance Capital Management has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

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Which Financial Documents to Keep, Which to Shred and Which to Scan

Feb 23, 2023 8:50:47 AM

People have been debating what documents to toss out, which to keep, and where to store them, since the days things were written in stone. This is especially the case for financial documents, which contain sensitive personal information. It can feel stressful organizing every single document, yet it is often necessary.

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How to Compare Financial Advisers

Feb 16, 2023 8:30:51 AM

The farther along your financial journey, the more complex it becomes. Eventually, you’ll likely want to work with a financial adviser to help ensure you’re making the right decisions for your situation. But finding a financial adviser you trust isn’t exactly easy. If fact, it can feel downright intimidating.

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ACM Adviser Named to Forbes Top Women Wealth Advisor List – Again

Feb 6, 2023 1:50:22 PM

Advance Capital Management is pleased to announce that Terra Hohf has been recognized on the 2023 Forbes Top Women Wealth Advisors Best-in-State list.

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Should You Tap Your Home for Income in Retirement?

Feb 1, 2023 9:18:10 AM

There’s a good chance you’re inside one of your most valuable assets, one that can be a useful source of income in retirement. That’s right, your home.

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Simple Tax Planning Moves to Avoid Paying Too Much

Jan 25, 2023 8:54:32 AM

I enjoy reading tax law…said no one ever.

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Active vs. Passive Investing Pros and Cons: Which Is Right for You?

Jan 18, 2023 8:48:45 AM

Your investment strategy is a key part of building enough wealth to live a comfortable retirement. Certainly, when considering a financial adviser, one question you should ask is: how are you going to invest my money?

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