Financial Living Blog

Financial Priorities in Your 20s, 30s and 40s

Oct 5, 2022 12:32:15 PM

Building wealth starts with having the right goals in place. But your financial needs and goals in your 20s will look vastly different from those in your 40s. Hence, your financial priorities change as your life changes. With that in mind, here is a list of financial priorities in your 20s, 30s and 40s that can help you stay on track.

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The Best Advance Capital Blogs of 2021

Dec 21, 2021 8:50:18 AM

Wow, 2020 sure seemed to last forever, right? Now, we can finally, finally say goodbye… wait, being told that it is actually the end of 2021.

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4 Advance Capital Advisors on Forbes 2021 Top Next-Gen List

Sep 28, 2021 9:00:53 AM

We are happy to recognize four Advance Capital Management financial advisors – Ryan Sheffer, Michael Hohf, Daniel McHugh and Terra Hohf – have been named to Forbes magazine’s 2021 Top Next-Gen Wealth Advisors list.

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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

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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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