Mark Thompson John Broman, CFP®

Mark Thompson
John Broman, CFP®

Maple Park Office Plaza
100 Maple Park Blvd, Suite 120 Saint Clair Shores, MI 48081

Phone:

HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?

This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
Do You Have a Tax-Smart Withdrawal Strategy?

Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Company Stock and Your Retirement Strategy

This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.