Financial Living Blog

Coping with the Financial Tasks of Losing a Loved One

Jun 30, 2021 7:45:02 AM

Losing a loved one is a difficult experience in many ways. It hurts emotionally, it hurts physically and, unfortunately, it often hurts financially.

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29 Must-Know Statistics about Estate Planning

May 20, 2021 9:08:41 AM

Do you have a will or an estate plan? Around half of you reading this said “no.” And of those of you who said “yes,” most haven’t updated their will or plan in some time. If there’s a common unaddressed problem in the financial plans of many adults of all income levels, it’s what to do about their assets when they’re gone.

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Protecting Yourself from Elder Financial Abuse

Mar 31, 2021 7:12:36 AM

A loved one (a child, sibling, other relative or friend) tricks you into making large cash transfers, which starts to drain your retirement savings. Surely, that wouldn’t happen to you, would it?

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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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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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7 Valuable Non-Financial Retirement Assets

Jul 14, 2020 8:38:43 AM

Retirement planning is all about numbers. It centers around one question: do my financial assets – pension, 401(k)s/IRAs, Social Security, property, sale of a business, etc. – provide enough income to fund my desired retirement lifestyle? At least, that is what most people think.

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Can You Think Your Way to Wealth?

Jun 22, 2020 3:30:21 PM

For an extraordinary high-achiever like NBA legend Michael Jordan, you could reasonably attribute his success to one of many things. His natural athleticism. His high basketball IQ. His shoes. But to His Airness himself, it was the result of a relentless mindset:

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Ways to Use Money to Support Your Favorite Causes

Jun 3, 2020 9:46:59 AM

How do you want money to define you? It’s a difficult, but important question.

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Terra Hohf: Named to Forbes Top Women Wealth Advisor List

Apr 23, 2020 12:15:30 PM

Earlier this week, I received some exciting news. Forbes magazine reached out to tell me that I have earned a spot on their 2020 Top Women Advisors list.

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Paying Off Debt Starts with Knowing Why

Jan 28, 2020 3:44:49 PM

Debt is as American as apple pie, found in households of all shapes, sizes and incomes. It is a part the financial lives of both the rich and poor as well as the working and retired. Given debt’s many harmful effects, what can you do to best manage it? The answer may lie in understanding what propels you to borrow in the first place.

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