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Do Something Big Tuning Your Social Security Benefit Bridging the Confidence Gap

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LPL Financial

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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America Group advisors are deeply committed to their local communities and firmly believe in giving back and helping others.

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The Most Overlooked Item of Any Home Improvement

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

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Saving for College 101

Here’s a crash course on saving for college.

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