Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about [...]
Social Security and Your Retirement When is Social Security income taxable? The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since [...]
Rethinking Diversification In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Join us for a no-cost, no-obligation informational seminar that can [...]
Understanding Medicare The A, B, C, & D of Medicare: Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: [...]
Income for Life... Funding 35-40 Years of Retirement If you live to 100, can you avoid outliving your money? Will you live to 100? Your odds of becoming a centenarian may be improving. Earlier this year, the Centers for Disease Control reported that the population of Americans aged 100 or older [...]
5 Good Money Habits to Boost Your Retirement Savings [Infographic correction 11/7/17] Think back to your most recent savings goal. How long did you have to save in order to reach it? Was it a concert ticket or some new shoes that took a few weeks of budgeting? Was it a [...]
Thursday, July 27th, 2017 from 6:00 - 7:00 pm at KALSEE Credit Union, 2501 Millcork Street, Kalamazoo. No cost for attendees!
You might do some quick calculations with current interest rates and come to the sobering realization that the effects of saving your money aren’t as mind-blowing as you thought. Why is that?
How did you decide where to open your first bank account? Where did you learn to budget or pay bills? If you have a money question now, what do you do? Who do you turn to?
Budgets are like the New Year’s resolutions of personal finance. We all know we should have one and we all know it’s a fairly simple thing to follow — at least in theory. Like resolutions, we often map out personal budgets with the best of intentions, only to abandon them a couple of weeks later.