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Blog

Clifford Michaels | Nov 2, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Clifford Michaels | Oct 26, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Clifford Michaels | Oct 19, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Institutional Investment Advisors | Jun 28, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Institutional Investment Advisors | Jun 28, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Institutional Investment Advisors | Jun 28, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Securities offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC

Fee Based Advisory services offered through Institutional Investment Advisors Corp., an SEC Registered Investment Advisor. Institutional Investment Advisors Corp. and Cadaret Grant & Co., Inc. are separate entities.

Institutional Investment Advisors Corp. provides advisory services in states where it is notice filed or where it qualifies for an exemption.

Clifford Michaels, CFP, is licensed to sell securities in the following states: NY, NJ, PA, CT, MD, MA, NH, FL

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