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:

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?