S5E20 – State of Michigan Employee Retirement: How to Calculate Your Retirement Income
If you work for the State of Michigan, one of the biggest retirement questions is simple: How much income will
S5E19 – Roth Conversions for MSU Employees
For longtime Michigan State University employees, retirement savings can often be heavily weighted toward pre-tax accounts. Until recently, MSU employees
S5E17 – Required Minimum Distributions Explained: RMD Rules for State of Michigan Retirees
Required minimum distributions, better known as RMDs, are an important part of retirement tax planning. Knowing when they begin is
2Q 2026 Market Commentary and Economic Outlook
The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after
S5E16 – 2Q 2026 Market Commentary and Economic Outlook
The second quarter of 2026 saw a return to new market highs with global stock market returns bouncing back after
Thoughts on the Michigan State 403(b) Plan, SpaceX Stock, and Upcoming AI IPOs
The SpaceX initial public offering has been the talk of the retirement investing world this past month, and I can’t
Thoughts on the State of Michigan Retirement Plan, SpaceX Stock, and Upcoming AI IPOs
The SpaceX initial public offering has captured a lot of attention over the last month, and every day retirement investors
S5E13 – Health Insurance in Retirement for State of Michigan Employees
Health insurance is one of the biggest retirement planning questions for State of Michigan employees. The rules can be complicated,
Finding the Behavioral Edge
Many retirement investors worry they should be trying to outsmart the markets, when they really should be focusing on their
S5E11 – How to Calculate Your Retirement Income
Retirement planning does not stop when you reach your savings goal. The next challenge is figuring out how to turn