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

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How Long Should You Keep Financial Records?

The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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.
What the Red-Hot Job Market Means for Workers

A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
Preparing for a Natural Disaster

Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Accumulation

Estimate the future value of your current savings.