Financial Living Blog

Market Update: Signs Point to Strong Economic Growth in 2021

Apr 7, 2021 11:43:46 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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Inflation Protection for Retirement Planners

Mar 17, 2021 10:06:25 AM

Something that hasn’t been high on the list of retirement risks for many years is inflation.

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7 Biggest Investment Mistakes

Feb 24, 2021 9:35:08 AM

On a Mount Rushmore of famous investors, two prominent faces you would find are Warren Buffet and Charlie Munger. The long-term investment decisions of this dynamic duo turned Berkshire Hathaway into a multinational conglomerate worth more than half a trillion dollars -- and made themselves among the richest people in the world.

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3 Advance Capital Advisors Forbes 2021 Best-in-State Wealth Advisors

Feb 16, 2021 8:03:19 AM

Advance Capital Management prides itself on the talent and hard work of its staff. That’s why we’re pleased to announce three of our financial advisors – Ryan Sheffer, Michael Hohf and Daniel McHugh – have been named to Forbes magazine’s 2021 Best-In-State Wealth Advisors.

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The Role of Politics in Your Finances

Feb 10, 2021 3:58:53 PM

As you know, government policies can affect our lives in many ways. So, when a new administration is elected or a major piece of legislation is announced, it’s reasonable to wonder what it means for your finances.

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Inherited IRA Rules for a Non-Spouse

Jan 20, 2021 8:50:50 AM

Congratulations Gen Xers and millennials. The “Great Wealth Transfer” is on. Baby boomers are expected to pass on upwards of $30-$40 trillion in assets over the next 25 years, according to Cerulli Associates.

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Set These Smart Financial Goals for 2021

Jan 6, 2021 9:30:56 AM

We made it – a new year and a fresh start! Sure, the pandemic is still with us. But with the distribution of vaccines, a rising stock market and an economy that is slowly rebounding, it’s safe to work toward improving your financial life.

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Decoding Cryptocurrency for Retirement Investors

Dec 30, 2020 12:28:24 PM

The investment world is much bigger than your portfolio. It encompasses a wide variety of investments, and it evolves as new investments and marketplaces are created. Perhaps, the newest addition making the biggest splash is cryptocurrency.

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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?

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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.

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