Resources

Long Term Care Calculator

How much will your long-term care be?
Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan.

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7 Considerations When Presented an Employee Buyout
Your alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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5 Things to Do With a Fixed Income in a Rising Rate Environment
Explore what should be taken into account when investing with fixed income.

Risk Analysis

What is your risk number? Assess your risk tolerance with our Free Portfolio Risk Analyzer and be sure your portfolio fits you.

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6 Things to Look out for in your Investment Portfolio
Understand the critical factors that affect your investment portfolio.

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Managing Correlations, Volatility, and Returns

How reduced asset correlations enhance investment portfolios.

Free Special Report

The 2017 Michigan Business Owners’ Exit Strategy Survey
Succession Planning Insights & Trends among Michigan Business Owners

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5 Things To Do To Make Sure Your Employees Are Getting The Retirement Plans They Deserve
Explore the ways to ensure your staff are supported with retirement plans that work for everyone, from the highest-compensated executives to support staff.

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Five Things to Know About Cash Balance Plans
It can help get you on the fast-track to a comfortable retirement.

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11 Things to Consider When Examining Your Estate Plan
Don’t let the time and effort you’ve put into your retirement get derailed by taxes, legal issues, or your own medical or personal needs in retirement.