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Advance Capital Management
Sean McDonnell builds strong relationships with families and individuals in order to better help them meet their financial needs. As a financial adviser, he works closely with his clients to create and implement customized financial plans. He provides a wide range of services, including investment and 401(k) management, retirement planning and tax strategies.
He holds the CERTIFIED FINANCIAL PLANNERâ„¢ designation and is a National Social Security Advisor.
Before joining Advance Capital, Sean worked as a successful small-business entrepreneur for more than a decade. He earned a BA in Communications from Michigan State University.
Converting some of your traditional IRA funds into a Roth can be a great strategy as you approach retirement. But be careful about how you incorporate such a move into your retirement withdrawal plan.
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The decision to retire early at age 62 vs. age 65, 66 or even waiting until age 70 isn't a straightforward math equation. And it can't be made in a vacuum.
Whenever I meet with prospective clients, they bring a list of questions to ask me. Few people, though, lob as many queries as they truly should. The problem is that many people donâ€™t quite know what ...
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To see if a prospective financial professional could be a good fit for you, take my 10-question list to your appointment.
Financial scams often come with some easy-to-spot red flags, but some are trickier. So, before you click on that fun online quiz to see what movie character you're most like, consider what information you're giving away.
If you think itâ€™s because retirees should withdraw less than 4% to make their nest eggs last, that's not quite it. In fact, maybe they could withdraw more than 4%, at least at first.