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

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
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.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Taxable Equivalent Yield

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.