Learn what happened in capital markets and the economy in Q2 2024 with insights from Advance Capital Management CIO Christopher Kostiz. https://lnkd.in/gCc4KycF
Advance Capital Management, Inc.
Financial Services
Southfield, MI 710 followers
Fee-only financial planning and investment management services designed to help you achieve your financial goals.
About us
Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients' best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/
- Website
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http://www.acadviser.com
External link for Advance Capital Management, Inc.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Southfield, MI
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Retirement Planning, Investment Management, and Financial Planning
Locations
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Primary
Get directions
One Towne Square
Suite 444
Southfield, MI 48076, US
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Get directions
625 Kenmoor Ave SE
307
Grand Rapids, Michigan 49546, US
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Get directions
4225 Naperville Road, Suite 160
Lisle, IL 60532, US
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Get directions
Crown Centre
5005 Rockside Road, Suite 215
Independence, OH 44131, US
Employees at Advance Capital Management, Inc.
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Vincent Vitale, CFA, CAIA
Investment Director @ Advance Capital | Expert in Portfolio Construction, Risk Management
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Sean McDonnell, CFP®
Financial Adviser at Advance Capital
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Kurt Mears Financial Planner
Chartered Retirement Planning Counselor, CRPC® | Dave Ramsey SmartVestor Pro | Benefits Expert for Federal Employees
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Dan McHugh, CPA, CFP®
Vice President/ Financial Adviser at Advance Capital Management
Updates
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When you take money out of your IRA or other retirement accounts for retirement income, you generally have to pay taxes on it. But how much in taxes should you expect to pay? Advance Capital financial adviser Bill Hickerson, CFP, provides some answers. https://hubs.li/Q02DnFpM0
Tax Withholdings for IRA Distributions
blog.acadviser.com
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🎙️Check out the latest episode of the "GR8 Financial Sense" podcast, hosted by Advance Capital advisers Ryan Sheffer and James Walsh. 👀Watch the video episode here: https://hubs.li/Q02C-JC30 🎧Listen through your Apple or Spotify app, or online here: https://hubs.li/Q02C-DYp0
GR8 Financial Sense Podcast - Episode 46
https://wistia.com
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How Much Stock Should I Own? Adjusting Your Stock Allocation with Age https://hubs.li/Q02CBZ0y0
How Much Stock Should I Own? Adjusting Your Stock Allocation with Age
blog.acadviser.com
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Naming a beneficiary for your IRA is an important step in your financial and estate plans -- ensuring the wealth you’ve built up over the years is passed on to the person or entity you choose. https://hubs.li/Q02BHJcp0
Naming Beneficiaries for Inherited IRAs
blog.acadviser.com
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4 Social Security Mistakes to Avoid If You’re Married https://hubs.li/Q02B5jfN0
4 Social Security Mistakes to Avoid If You’re Married
blog.acadviser.com
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Retiring? Don’t Forget to Cash In on Your Unused PTO https://hubs.li/Q02zTLg50
Unused PTO for Retirement
blog.acadviser.com
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Are you a federal employee approaching retirement? You don't want to make costly mistakes—yet many do. OPM reported around 30% of applications had errors in 2023. Join us for this webinar where federal retirement specialists will show you how to avoid the most common mistakes and provide actionable advice to ensure a smooth and peaceful retirement. You'll Learn: How the Roth TSP works and if it’s right for you TSP fund selection and mutual fund window tips Best dates to retire in 2024-2025 How to maximize your FERS pension and health insurance The benefits of professional help And much more! REGISTER: https://hubs.li/Q02y-SvT0
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Life is full of surprises, both joyous and challenging. Whether it’s a promotion, a new addition to the family, a marriage, or even a divorce, these significant life events can drastically alter your financial situation and retirement goals. How Often Should Your Review Your Retirement Plan? https://hubs.li/Q02yYy8L0
How Often Should Your Review Your Retirement Plan?
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AT&T workers: Are you maximizing your AT&T 401(k)? Understanding and managing your 401(k) is crucial for your financial future. But with so many options and rules, it can be overwhelming. At Advance Capital Management, we've been guiding AT&T employees and retirees since 1986. Our new blog post, "Could Your AT&T 401(k) Use Professional Help?," explains the benefits of hiring a financial adviser to manage it for you: ✅ Setting the right contributions ✅ Making appropriate investment choices ✅ Managing your account as markets and your life change ✅ Comprehensive financial planning support Read the full post here: https://hubs.li/Q02y5JBd0 #retirementplanning #financialadvice #401k #ATT
AT&T 401(k) Financial Adviser
blog.acadviser.com