Mark Thompson John Broman, CFP®

Mark Thompson
John Broman, CFP®

Maple Park Office Plaza
200 Maple Park Blvd, Suite 204 Saint Clair Shores, MI 48081

Phone:

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.