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Your Financial Check-In Starts Here
Explore assessments that help you build confidence and make informed financial decisions.
Gain insight into your overall financial health and receive personalized recommendations to help you reach your goals.
Get My Wellness ScoreUnderstand how financial stress may be affecting your well-being and discover resources that can help.
Get My Stress ScoreLearn how your beliefs about money influence your financial decisions and uncover opportunities for growth.
Discover My Money Mindset
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Traditional vs Roth Calculator
Compare Traditional and Roth IRAs with LMCU's calculator to see which retirement account fits your goals.
Medigap vs. Medicare Advantage: which path Is right for you?
You understand Original Medicare and know the enrollment timeline. Now comes the big decision: how will you fill the gaps in your Medicare coverage?
Medicare 101: understanding your coverage options
Now that you know when to enroll in Medicare, let's talk about what you're actually enrolling in. Medicare can seem like alphabet soup, but we're going to break it down in plain English.
Medicare 101: What to know before you enroll
Your Medicare timeline: When to enroll and why it matters. So you're turning 65 soon. You know you need Medicare, but when exactly should you enroll? And what happens if you miss the deadline?
Beyond retirement: What about your other goals?
Let’s say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you’d have earned nearly $2 million in total by the time you were 65.1,2 That might sound like a lot -- until you begin thinking about all the financial goals you’ll need to juggle in a lifetime, including buying a home and paying for your child’s education, while funding your own retirement.
Medicare Open Enrollment
October 15 - December 7 Do you know your options? Have you had your plan reviewed? Let Lake Michigan Insurance Agency be your helpful guide and agent.
Have a Plan for Your Business’ Retirement Plans
From mom-and-pop businesses to Fortune 500 companies, our Max Wealth Management team can help you find a retirement plan appropriate for your needs. We walk you through all of the options, and take care of everything from the paperwork to monitoring and communicating your plan’s performance.
Does Your Retirement Math Add Up?
Americans are living longer, healthier, and more active lives than ever. That means saving for a longer retirement is critical.
Fun Games. Smart Money Skills.
Help your child build confidence with money through interactive games that teach saving, spending, budgeting, and goal setting in a fun and engaging way. It's an easy way to introduce lifelong financial habits while keeping learning exciting.
