Join Us for our Annual Client Meetings in the U.P.!
Please join us in Escanaba, Marquette or
Sault Ste. Marie on July 30-31, 2025. We will address a variety of topics to help you stay informed and make prudent financial decisions. The topics we will discuss include Economic & Market Update, Does a Roth Conversion Make Sense for You? and Financial Planning for Long-Term Care.
When Should You File for Social Security?
One of the most important retirement decisions you’ll make? When to claim Social Security. It can impact how much you receive each month – for the rest of your life. In this webinar, we’ll walk you through the rules, trade-offs and planning opportunities that come with Social Security. Register now to join us on July 23 at noon ET!
The One Big Beautiful Bill Act: Key Tax Changes and Planning Strategies
Please join us for an upcoming webinar where we’ll break down the major tax changes introduced by the One Big Beautiful Bill Act (OBBBA)—and what they could mean for your financial future. This is one of the biggest tax overhauls in years, and whether you're planning for retirement, growing your wealth, or thinking about your legacy, these changes could have a real impact on your income, deductions, estate plans, and charitable giving.
Start Building Your Ideal Financial Life
Advance Capital Management helps people like you work toward financial independence by providing personalized financial and investment services. You know where you want to go. Contact us for a free financial plan to help you get there.
