Knowledge and Wealth Are Two Sides of the Same Coin

We aim to provide Michigan retirees with the financial education they deserve. Explore our retirement planning guides, tips and tools.

Retirement planning doesn't have to be complicated.

Whether you’re looking to deepen your knowledge, stay ahead of industry trends or find actionable tips to better pursue your dream retirement, our educational library is here to empower your success.

Mastering the ‘whens’ in retirement

Explore “The ‘Whens’ in Retirement”— a five-part video series that aims to answer your biggest questions about retirement timing.

The state of retirement

How do Americans view retirement planning, and how do those perceptions differ from reality? This guide breaks it down, with statistics on:

  • The amount most Americans think they’ll need to save to retire confidently vs. the amount they have saved
  • Steps that Americans are taking to help stretch their retirement savings
  • The biggest fears and concerns about retirement
  • And much more...

This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

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Make the most of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

  • How to optimize Social Security for your situation
  • Why timing is so important when it comes to your benefits
  • Ways to supplement your Social Security income

This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Featured in Kiplinger

Gain a valuable perspective from a recognized financial voice. Brian shares his insights on retirement planning in Kiplinger, a trusted source for personal finance news and advice.

Read the Article