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Retirement Questions? Call Mike

6100 Oak Tree Blvd Suite 200
Independence, OH 44131

Phone:

216-673-9292

Fax:

216-447-9486

E-mail:

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Retirement Questions? Call Mike

Mike believes in creating an easy to understand retirement process. Whether you are recently employed, approaching retirement or have already retired - perhaps you are wondering why you have the accounts you do and how everything works for you?

*Focused on understanding Public Employee Retirement Systems since 2005

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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