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.
June 6, 2024

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In today’s world, planning for retirement is more critical than ever. With advancements in healthcare, many people are living longer, healthier lives. This longevity trend raises an important question: Is it overkill. . .

May 2, 2024

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A healthy relationship with money is fundamental to overall well-being and happiness. It involves more than just making enough money to meet your needs; it’s about how you manage, spend, and think about. . .

April 9, 2024

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Retirement planning can feel overwhelming – investment strategies, withdrawal rates, and healthcare costs must be considered. But before you dive into the complexities, let’s get back to basics: Social Security.. . .

March 7, 2024

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Your Workforce Advantage The 401(k) The 401(k) plan is a fundamental element in many retirement planning arsenals. It offers the ability to contribute pre-tax earnings, which in turn reduces your. . .

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. . .

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