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.
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.
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.
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.
WANTED: High-energy, extremely selfless and caring multitasker. Duties may include: negotiating the nation’s complex health system, arranging frequent trips to various medical facilities, maintaining a strict prescription schedule and daily tasks such as cooking, cleaning, dressing, bathing and other household chores. Required skills: strong communicator, high stress tolerance and ability to lift more than 20 pounds. Must have a valid driver’s license and must be willing to work long hours and available on short notice. Salary: N/A.
We love our clients.
We also love each other as a dedicated, hard-working team.
Therefore, it is with great pleasure to announce Advance Capital Management was recognized as a 2019 Best Places to Work for Financial Advisers by InvestmentNews magazine.
We were chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
There are many great reasons to be a stay-at-home parent. To name a few, it can make financial sense when you factor in the costs of daycare. You and your spouse don’t have to juggle two busy work schedules. And, most importantly, you get to spend valuable time with your children as they grow.
People tend to become happier as they age. How can that change our perspective on how we live – and manage our money – today?