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230 N. Second Street
Suite 150
Brighton, MI 48116

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Michael Balagna

(810) 225-2088

 
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What Is a Stretch IRA?

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.

 

Tax Rules When Selling Your Home

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It's important to make sure your retirement strategy anticipates health-care expenses.

Inventorying Your Possessions

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“Dirty Dozen” Tax Scams to Watch For

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As our nation ages, many Americans are turning their attention to caring for aging parents.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Principles of Preserving Wealth

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

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

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Here’s a crash course on saving for college.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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