Financial Living Blog

The Psychology of Retirement Spending

Apr 22, 2021 8:41:18 AM

Are you scared about spending your hard-earned financial assets? If so, you’re not alone.

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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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Inflation Protection for Retirement Planners

Mar 17, 2021 10:06:25 AM

Something that hasn’t been high on the list of retirement risks for many years is inflation.

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3 Advance Capital Advisors Forbes 2021 Best-in-State Wealth Advisors

Feb 16, 2021 8:03:19 AM

Advance Capital Management prides itself on the talent and hard work of its staff. That’s why we’re pleased to announce three of our financial advisors – Ryan Sheffer, Michael Hohf and Daniel McHugh – have been named to Forbes magazine’s 2021 Best-In-State Wealth Advisors.

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Mortgage Refinancing Pros & Cons

Jan 28, 2021 2:56:55 PM

A financial resource that can help you sleep at night is literally the place where you sleep at night. Your home – and other real estate properties – are likely one of your largest financial assets.

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Inherited IRA Rules for a Non-Spouse

Jan 20, 2021 8:50:50 AM

Congratulations Gen Xers and millennials. The “Great Wealth Transfer” is on. Baby boomers are expected to pass on upwards of $30-$40 trillion in assets over the next 25 years, according to Cerulli Associates.

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Set These Smart Financial Goals for 2021

Jan 6, 2021 9:30:56 AM

We made it – a new year and a fresh start! Sure, the pandemic is still with us. But with the distribution of vaccines, a rising stock market and an economy that is slowly rebounding, it’s safe to work toward improving your financial life.

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Decoding Cryptocurrency for Retirement Investors

Dec 30, 2020 12:28:24 PM

The investment world is much bigger than your portfolio. It encompasses a wide variety of investments, and it evolves as new investments and marketplaces are created. Perhaps, the newest addition making the biggest splash is cryptocurrency.

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Yes, You Can Still Become a 401(k) Millionaire

Dec 9, 2020 12:39:03 PM

There is no secret strategy to become a millionaire. You don’t need to make brilliant investment trades. You don’t need to earn a six-figure income. Even if you start saving late, it’s still possible to join the growing ranks of 401(k) millionaires.

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Can You Lower Your RMD Taxes?

Nov 25, 2020 7:17:44 AM

Retirement comes with a great financial twist. During your working years, the federal government incentivizes you to save in retirement accounts with tax deferrals. But eventually you are forced by the government to spend down those same accounts in the form of required minimum distributions (RMDs).

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