Mark Thompson John Broman, CFP®

Mark Thompson
John Broman, CFP®

Maple Park Office Plaza
200 Maple Park Blvd, Suite 204 Saint Clair Shores, MI 48081

Phone:

Life Insurance Might Help During Turbulent Economic Times

During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance

How much Disability Income Insurance do you need?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.