Articles By Bill Duggan

Bill has been guiding clients to manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, five years as a broker with Smith Barney in Troy, MI, and has owned his firm since 2004, located in Almont, MI, which is 40 miles north of Detroit. Bill has always put his clients’ interests first. While securities licensed, Bill maintains a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.
May 2, 2024

/ Presented By

/ Edited By

A healthy relationship with money is fundamental to overall well-being and happiness. It involves more than just making enough money to meet your needs; it’s about how you manage, spend, and think about. . .

April 9, 2024

/ Presented By

/ Edited By

Retirement planning can feel overwhelming – investment strategies, withdrawal rates, and healthcare costs must be considered. But before you dive into the complexities, let’s get back to basics: Social Security.. . .

March 7, 2024

/ Presented By

/ Edited By

Your Workforce Advantage The 401(k) The 401(k) plan is a fundamental element in many retirement planning arsenals. It offers the ability to contribute pre-tax earnings, which in turn reduces your. . .

February 9, 2024

/ Presented By

/ Edited By

Retirement planning is a journey that many small business owners embark on with a mix of anticipation and apprehension. As a small business owner, you’ve already demonstrated a remarkable ability. . .

January 5, 2024

/ Presented By

/ Edited By

In an era where life expectancy is rising remarkably, we grapple with a vital and complex question: How do we financially gear up for a prolonged life? This paradigm shift,. . .

December 11, 2023

/ Presented By

/ Edited By

Separating Facts from Fiction Deciding when to claim Social Security retirement benefits is a critical financial decision for many, potentially impacting their future income significantly. Unfortunately, several myths and misconceptions. . .

November 9, 2023

/ Presented By

/ Edited By

The Role of Time in Crafting a Fulfilling Post-Work Era Retirement planning often conjures up images of financial statements, stock portfolios, and the familiar mantra of saving more. But what. . .

October 10, 2023

/ Presented By

/ Edited By

A Cautionary Tale The golden years of retirement are often envisioned as a time of leisure, relaxation, and the freedom to pursue hobbies and passions. However, this idyllic picture may. . .

September 21, 2023

/ Presented By

/ Edited By

Understanding Your Way Around Tax-Smart Retirement: A Consumer’s Guide to RMDs and Beyond Let’s face it: Retirement planning is more than just stashing away money for a rainy day. If. . .

August 18, 2023

/ Presented By

/ Edited By

One of the most crucial things to understand in retirement is your risk tolerance. But what exactly is risk tolerance? It’s your ability to withstand investment losses without panicking and. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.