Financial Living Blog

Rules for Taking Social Security While Working

Oct 28, 2020 9:29:55 AM

Social Security will undoubtedly be a part of your retirement plan, and if you’re like many Americans, work may be, too.

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6 Crucial Financial Steps for Couples in Case One Spouse Dies

Oct 14, 2020 12:03:11 PM

One of life’s greatest joys is to plan for a future with someone you love. But no plan is complete without planning for what could go terribly wrong. For married couples, that is often the loss of the other.

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Where to Get Financial Advice – the Good and Bad

Sep 30, 2020 9:34:12 AM

Ask a friend or relative how much money they make, you’re likely met with silence. But ask for an investment tip and seemingly everyone opens right up – for better or worse.

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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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5 Key Advantages of HSAs for Retirement

Sep 2, 2020 12:01:37 PM

MacGyver was resourceful, as you are resourceful.

The plucky polymath from the action-packed TV show could take any household items at his disposal – paperclips, a piece of chewing gum, some Duct tape, a Swiss Army Knife – and build a highly effective device to save the day. Similarly, as you plan for retirement, you essentially have to assemble various assets to create an effective, sustainable income stream.

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IRAs for Self-Employed Workers

Aug 5, 2020 9:23:46 AM

A common perk of working for a company is a retirement plan. What about if you work for yourself? Will you have a harder time retiring when you decide to call it quits?

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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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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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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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