Articles By Bill Duggan

Bill has been guiding clients to manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, five years as a broker with Smith Barney in Troy, MI, and has owned his firm since 2004, located in Almont, MI, which is 40 miles north of Detroit.Bill has always put his clients’ interests first. While securities licensed, Bill maintains a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.
February 9, 2024

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Retirement planning is a journey that many small business owners embark on with a mix of anticipation and apprehension. As a small business owner, you’ve already demonstrated a remarkable ability. . .

January 5, 2024

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In an era where life expectancy is rising remarkably, we grapple with a vital and complex question: How do we financially gear up for a prolonged life? This paradigm shift,. . .

December 11, 2023

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Separating Facts from Fiction Deciding when to claim Social Security retirement benefits is a critical financial decision for many, potentially impacting their future income significantly. Unfortunately, several myths and misconceptions. . .

November 9, 2023

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The Role of Time in Crafting a Fulfilling Post-Work Era Retirement planning often conjures up images of financial statements, stock portfolios, and the familiar mantra of saving more. But what. . .

October 10, 2023

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A Cautionary Tale The golden years of retirement are often envisioned as a time of leisure, relaxation, and the freedom to pursue hobbies and passions. However, this idyllic picture may. . .

September 21, 2023

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Understanding Your Way Around Tax-Smart Retirement: A Consumer’s Guide to RMDs and Beyond Let’s face it: Retirement planning is more than just stashing away money for a rainy day. If. . .

August 18, 2023

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One of the most crucial things to understand in retirement is your risk tolerance. But what exactly is risk tolerance? It’s your ability to withstand investment losses without panicking and. . .

February 28, 2024

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A Path to Philanthropy with Perennial Benefits If you are seeking a financial instrument that merges philanthropy with long-term investment, consider charitable gift annuities (CGAs). This form of charitable giving. . .

April 10, 2023

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Is guaranteed lifetime income important to you?  Fixed Indexed Annuities (FIAs) are a type of retirement investment that can offer guaranteed income and limit exposure to market risk. Let’s break. . .

February 9, 2023

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Annuity Companies and how they invest. An annuity is a financial contract in which an insurance company agrees to make periodic payments to an individual, usually in exchange for a. . .

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