Employees

Helping You Reach Retirement

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The Benefits of a Diversified Portfolio

The Benefits of a Diversified Portfolio

 Investing would be easy if markets rose in a straight line. Unfortunately that is rarely the case. Diversification can help an investor manage risk and reduce the volatility of an asset's price movements. Remember though, that no matter how...
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What Is Roth 401(k)?

What Is Roth 401(k)?

  If I told you that you could have tax-free income during retirement, would I have your attention? Sound too good to be true? Well, you can! Most of the plans we manage for our clients have a provision in them called Roth. Unlike your typi...
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Maximizing Social Security Benefits

Maximizing Social Security Benefits

  Did you know that for more than half of the people claiming retirement benefits, Social Security makes up 90% or more of their retirement income? That places a very heavy dependence on Social Security for those individuals. Unfortunately,...
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Am I On Track?

Am I On Track?

  The most common question from participants in retirement plans is, “Am I on track to reach my retirement goal?” To help you answer that question, we recommend our easy, 3-step “Retirement Checkup.”Step 1. Review yo...
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Designate a Beneficiary

 In your retirement plan account, you’re saving money for your future- which we hope will be a long and happy one. But, most of us are probably not immortal- and that means at some point we’ll need to know who you would like to recei...
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Take the ABG Michigan 1% Challenge

 Traditional Pension plans that pay a guaranteed benefit are almost extinct. And for most people, Social Security does not provide enough retirement income to live comfortably. As a result, you need to take responsibility for your own retirement...
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