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100 South Jackson St. Suite 106 Jackson, MI 49201
The Grace Group
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Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Setting a Retirement Savings Goal
Looking for Value with P/E Ratios
Early Retirement and Your Tax-Deferred Savings
Living Benefits Can Help Counter Retirement Risks
Don’t Let a Disaster Keep the Lights Off Forever
Three Generations of Retirement Strategies
Do Target-Date Funds Hit the Bull’s-Eye for You?
Retirement Savings: Traditional, Roth, or Both?
What Is Cyber Insurance, and Do You Need It?
Give and Receive with a Charitable Remainder Trust
Running with the Dogs
Rain, Sleet, Snow — and Lawsuits?
Business or Hobby? It’s All About Taxes
Is It Time to Step Up Your Digital Marketing?
Online Shopping Tips
What’s Required of the Executor of an Estate?
Prices and the Economy
Qualified Charitable Distributions
A New Option for Providing Health Coverage in 2020
Three Regrets of Retirees
Medicare Open Enrollment
Closed-End Funds May Offer Higher Income
Taming Investment Taxes
Retirement Plans for the Self-Employed Dangle Tax Benefits
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
History of the Federal Estate Tax
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Managing Retirement Plans
Save Now or Save Later
Tax Strategies for Retirement Plans
Types of Bonds
College Investment Options
Cash Management Basics
College Financial Aid
Effects of Inflation
Why Purchase Life Insurance
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term Care Costs
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
Are Your Investment Decisions Influenced by Emotions?
6 Reasons to Work with a Financial Professional
Women and Money: Taking Charge of Your Financial Future
Four Money Mistakes You Might Be Making
Putting Together the Retirement Income Puzzle
The Growth of Socially Responsible Investing
Social Security: When Should You Claim Retirement Benefits?
Handling Market Volatility
The Latte Habit
The Retirement Income Factor
What Is Investment Risk?
Do You Know Who Your Beneficiaries Are?
The Value of a Bond
What Would Happen to Your Estate?
What Is An Annuity?
Long-Term Care Insurance
Disability Income Insurance
401(k) Information Request
Markets at a Glance