Melissa Myers, CFP®

(231) 733-1166

The Key to Your Financial Future

The key to your financial future is that you do more than think about your money.  You need to make decisions about your money.

TODAY. 

Procrastination is the enemy of wealth.  Every day you wait, could be hurting your financial future.

Are you at all concerned about:

  • Building and managing your wealth?
  • Running out of money in retirement?
  • Being able to maintain your lifestyle?
  • Overspending?
  • The suitability of your investments?
  • The financial responsibility of caring for loved ones now or in the future?
  • Leaving a financial legacy?
  • Missed opportunities?
  • Making and repeating your money mistakes?
  • Paying more than your fair share of taxes?
  • Becoming a burden on your family?

 If you answered "yes" to even one of these questions, contact Melissa Myers, CFP® today or simply schedule your free call.

Plan.  Implement.  Manage.




 

Helpful Content

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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