6 Things You Should Do The Year You Retire

It’s your last year of work. You’re spending more time looking at the countdown to retirement clock app on your phone than the excel spreadsheet that should have been completed a week ago. Still, you aren’t done yet, and there is still planning that needs to be done. You have already determined when you will …

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4 Steps for Creating a Pre-Retirement Investment Strategy

So, you want an investment strategy with almost unlimited upside but limited downside risk? Let me tell you about the LowVol Retirement Income Maximization Investment Strategy. It is a covered call option strategy in which we use the income from selling the call to buy a put. Selling the call allows us to realize almost …

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How Long Does a $1 Million Retirement Savings Last in Michigan?

I grew up in Michigan and absolutely love it here.  I’ve lived in Michigan essentially my whole life outside of an eight year ski trip that I took to Colorado.  I was lucky enough to meet my wife in Colorado and after getting married, we had some decisions to make.  We knew we wanted children …

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