Financial Living Blog

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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Forbes 2020 Top Next-Gen Wealth Advisors

Jul 27, 2020 11:45:59 AM

We are pleased to announce two financial advisors – Ryan Sheffer and Terra Hohf – have been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list.

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Using Medicaid to Pay for Long-Term Care

Jul 8, 2020 8:00:00 AM

The purpose of retirement planning is to optimally use your assets to fund your retirement goals, but also cover all the needs that may arise as you age. One of those needs for a growing number of Americans is long-term care. More than half of those turning age 65 today will require some form of long-term care, according to the U.S. Department of Health and Human Services.

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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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Preparing for the Economic Recovery

May 18, 2020 10:30:41 AM

And now, for a look toward a better future.

We won’t know the full economic impact of the coronavirus outbreak for quite some time. With more than 30 million people out of work, we know the damage is severe. But we also know that eventually the economy will recover. Economic activity is generally cyclical. Every recession – no matter how deep – has been followed by an expansion.

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How 5 Common College Savings Strategies Affect Financial Aid

May 13, 2020 10:27:57 AM

If not careful, families helping a student pay for college may learn a new meaning behind the phrase “no good deed goes unpunished.” That’s because common college savings vehicles, from 529 accounts to trust funds, that are not set up properly can adversely impact the amount of financial aid a student receives.

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Protect Loved Ones by Updating Your Estate Plan

May 6, 2020 10:15:20 AM

If there is one silver lining of a crisis, it is the reorienting effect that reminds us of what matters most in life – our loved ones and our health. A crisis can also serve as a reminder of what we should do to protect them.

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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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