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:

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Disability Income Insurance

How much Disability Income Insurance do you need?
Life Expectancy

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.