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.
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. . .

June 19, 2023

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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. . .

February 1, 2022

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“Fixed index annuities have some benefits that may make them the perfect choice to help you ride the economy’s ups and downs with more confidence.”  Bill Duggan To say the. . .

April 7, 2021

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“Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income. . .

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