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230 N. Second Street
Suite 150
Brighton, MI 48116

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Michael Balagna

(810) 225-2088

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Understanding Today’s Financial Environment

Welcome, I’m Michael Balagna, a financial professional in Brighton, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

As a professional, I have 34 years of experience in financial services and can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (810) 225-2088.

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Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Surprises

Making the most of surprises is a great reason to work with us.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

RE: Retirement

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

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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