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:

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.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
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.

College Funding

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Car Affordability

How much can you afford to pay for a car?
Lease Payment

How much would your monthly lease payment be?