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Timing Is Everything: What to Know Before You Claim Social Security

It’s hard to overstate the importance of Social Security for retirement. In fact, most retirees rely on it far more than they anticipated.

Article

Advance Capital Advisors Named to Forbes 2025 List

We’re proud to announce that four Advance Capital Management financial advisors have been named to the 2025 Forbes Best-in-State Wealth Advisors list.

Article

Q1 2025 Market Update: Tariffs Raise Uncertainty

Capital markets have become more volatile as investors attempt to ascertain the impact on corporate profits, consumer spending and economic growth.

Article

What Is a Recession – and Should You Be Worried?

While they can be scary, recessions are a normal part of a healthy economic cycle – and there are smart ways to prepare for and get through them.

Article

Are You Paying Too Much in Investment Fees?

Even a seemingly modest fee can add up to hundreds of thousands of dollars lost over the course of your investing lifetime.

Article

Why an Emergency Fund Is an Overlooked Retirement Asset

A surprise medical bill, a major home repair or even helping out a family member can derail your plans if you’re not prepared.

Article

The Role of Bonds in a Retirement Portfolio

What are bonds? How do they work? And why should you care about them in your retirement portfolio?

Article

Setting the Right Asset Allocation in Retirement

As you transition into retirement, many aspects of life change – your routines, activities and even spending habits. Your investment strategy should...

Article

Retirement Planning for Couples: Avoiding Common Missteps

Retirement should be a time to enjoy life together, not a source of stress and disagreement (leave that to choosing where to go for dinner).

Article

5 Financial Planning Questions to Ask in Your 50s

You’re close enough to retirement for it to feel real but still far enough away to make meaningful moves.

Article

Strategies for Getting the Most from Your Pension

Key factors to consider when choosing between a lump sum or annuity pension, plus additional strategies to ensure you get the most from your pension.

Article

Is a Roth Conversion Right for You? Key Benefits and Considerations

A Roth conversion is one of the most talked-about tax planning strategies for retirement – but is it the right move for you? It can be a powerful...

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Retirement & Financial Planning Learning Center

Timing Is Everything: What to Know Before You Claim Social Security

Advance Capital Advisors Named to Forbes 2025 List

Q1 2025 Market Update: Tariffs Raise Uncertainty

What Is a Recession – and Should You Be Worried?

Are You Paying Too Much in Investment Fees?

Why an Emergency Fund Is an Overlooked Retirement Asset

The Role of Bonds in a Retirement Portfolio

Setting the Right Asset Allocation in Retirement

Retirement Planning for Couples: Avoiding Common Missteps

5 Financial Planning Questions to Ask in Your 50s

Strategies for Getting the Most from Your Pension

Is a Roth Conversion Right for You? Key Benefits and Considerations

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