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LPL Financial is the nation's largest independent broker-dealer*, a leading independent consultant to retirement plans, and a partner to more than 14,000 financial advisors and approximately 700 financial institutions. (*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.)

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America Group Retirement Strategy Centers are headquartered in Southfield, Michigan and have branches comprised of independent, banking and credit union offices with over 75 financial advisors serving the Mid-West Region.

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Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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