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:

Home Appliance Economics

The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.