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:

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Life Expectancy

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.