Investing

Tax-Advantaged Ways to Save for College

Tax-Advantaged Ways to Save for College

What is the best way to start saving for college and get all the tax benefits available?  Today's blog post looks at the difference between college savings plans such as 529 plans, Coverdell Education Plans, and UGMA and UTMA accounts.  With offices in Grand Rapids, Jenison, Zeeland, and Ludington, Custer Financial Advisors helps famlies start saving for college.  

College Cost and Savings Calculator

College Cost and Savings Calculator

How much does college actually cost and what do I need to do to be able to help pay for school?  Get an idea of the cost of education with this College Cost Calculator so you can start to plan for college savings.  With offices in Zeeland, Jenison, Grand Rapids, and Ludington, Custer Financial Advisors is happy to help families save for college.  

401(k) or Roth IRA? A Guide to Retirement Accounts

401(k) or Roth IRA? A Guide to Retirement Accounts

What is the difference between a 401(k) and a Roth IRA? Should I choose a traditional or Roth Retirement option? What are the advantages of my work retirement plan? Understanding the different types of retirement accounts and deciding what is best for you are important decisions. Proud to offer financial advice to West Michigan, Custer Financial Advisors has offices in Zeeland, Jenison, Grand Rapids, and Ludington and is happy to help you decide what retirement plan is suitable for you.

Two Retirement Plans for New Teachers

 Two Retirement Plans for New Teachers

Michigan Public School Teachers have different retirement options to choose from.  Often referred to as "Pension Plus" and 403(b) options, educators need to decide which is right for them within 90 days of starting at their new job.  We are here to help teachers decide which retirement plan they should use.  With offices in Zeeland, Jenison, Grand Rapids, and Ludington, Custer Financial is proud to offer financial planning to West Michigan.  

Retirement Options for Michigan Public School Teachers

Retirement Options for Michigan Public School Teachers

The Pension Plus plan and the 403(b) option are two of the retirement options currently available to Michigan Public School teachers and educators.  Deciding which retirement plan is right for you can be a challenge.  Today's blog post is for Michigan public school teachers and takes a look at the differences in retirement plans.  With offices in Zeeland, Jenison, Ludington, and Grand Rapids, Custer Financial is proud to offer financial advice to Michigan teachers and can even help you manage your school retirement plan.  

Retirement Cost Calculator

Retirement Cost Calculator

How much does retirement cost and when do I have enough money to retire? Deciding when to retire is an important decision that requires knowing how much money you will need in retirement.  Use this Retirement Cost Calculator to determine what you might need to retire.  With offices in Zeeland, Jenison, Grand Rapids, and Ludington, Custer Financial Advisors is happy to help people in West Michigan understand their retirement options.  

Retirement and Investment Calculator

Retirement and Investment Calculator

How much money could your investment be worth in a certain number of years?  If you start investing in the stock market today, what could your money be worth in retirement?  Use this Retirement and Investment Calculator to get an idea of what your money might grow to in the future and get some inspiration to start investing today.  With offices in Zeeland, Jenison, Grand Rapids, and Ludington, Custer Financial Advisors is happy to help you get started investing.  

The Potential Impact of Saving for Retirement When You're Young

The Potential Impact of Saving for Retirement When You're Young

Starting to save for retirement when you're young, even in small amounts, can have a tremendous impact on how much money you have when you retire.  Starting to invest in your twenties and thirties can make a big difference.  Take a look at what a ten year difference can make in beginning to invest.  Custer Financial Advisors is proud to offer financial advice to millennials to help them build wealth in the future.  With offices in Zeeland, Jenison, Grand Rapids, and Ludington, Custer Financial is happy to help West Michigan get started with investing.  

A Beginner's Guide to Saving for College

A Beginner's Guide to Saving for College

When should I start saving for my kid's college?  What are the different ways I can save for higher education?  How much do I need to save for college?  These questions are important to families who want to help their children with college costs.  Custer Financial Advisors is proud to help families in West Michigan create a plan to help pay for college.