Retirement planning tips from Dan Casey.
Practical strategies, how-tos, and recent research — written for retirees and pre-retirees in Metro Detroit and beyond.
How to Reduce the Risk of Running Out of Money in Retirement
Running out of money in retirement is rarely caused by one bad year. Here are seven risks to plan for so they do not compound into a retirement-income problem.
Roth Conversions in the 62–70 Window: A Complete Strategy Guide
The years between your last paycheck and your first required distribution are the cheapest tax bracket of your life — and the best time to convert to Roth. Here's how the 62–70 conversion window works, how much to convert, and the traps that catch people.
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Social Security Claiming Strategy: The 5 Decisions That Move the Needle
The single biggest dollar decision most retirees ever make is when (and how) to claim Social Security. Here are the five filing decisions that move lifetime benefits — and what most people get wrong about each.
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Retirement Income Planning: A Complete Guide (2026)
How to turn a retirement nest egg into reliable, lifelong income — the strategies that actually work, the math behind each, and a seven-step planning process from Dan Casey.
Read articleFinancial Advisor in Bloomfield Hills, MI: 5 Risk Insights
Panic Proof Retirement™ breaks down the five biggest risks facing Bloomfield Hills retirees in 2026 — and the concrete planning moves that defuse each one.
Read articleRetirement Investment Planning: An Independent Advisor's Guide
What makes a truly independent retirement investment plan different from what the big brokerage houses sell — and how to build one in Troy, MI.
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Why a Retirement Planning Agent Is Essential for Individuals
A retirement planning agent in Auburn Hills, MI does more than sell products — they quarterback the tax, income, and legacy decisions most people get wrong.
Read articleStrategies for Retirement Investment Planning in Troy, MI
Seven retirement investment-planning strategies Troy, MI retirees can use to manage downside risk, growth needs, and reliable income planning.
Read articleRetirement Plan Tips: Financial Planning Advisor in Troy, MI
A working advisor's playbook: the five moves every soon-to-retire Troy household should make in the twelve months before they stop working.
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How to Choose the Right Financial Advisor in Auburn Hills
A no-nonsense checklist — fiduciary status, compensation model, planning process — for interviewing a financial advisor in Auburn Hills, MI.
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Why Hiring a Financial Advisor in Bloomfield Hills Matters
The research-backed case for working with a local fiduciary financial advisor in Bloomfield Hills — and the tax, timing, and income decisions a DIY plan usually misses.
Read articleReach Out Today
A 30-minute, zero-obligation conversation is the fastest way to see if a panic-proof plan fits your situation.