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:

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Car Affordability

How much can you afford to pay for a car?
Roth IRA Conversion

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

How much life insurance would you need to produce a sufficient income stream for your family?