REQUEST YOUR RETIRE READY TOOL KIT HERE

Client Access
- Client Portal

Our Services
Our Family
About Us
Attend an Event
In the Media
Blog
Resources
Schedule a Meeting

Wait! Before you go...

The “Big Beautiful Bill” is now a big, beautiful law – what does it mean for your retirement strategy?

Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:

Increased standard deductions for additional tax savings
"Senior Bonus” deductions to offset taxes paid on Social Security benefits
Increased estate tax exemptions creating dramatic savings for heirs

Name
This field is for validation purposes and should be left unchanged.
Name*
First Last
Email Address*
Phone*
By submitting this form and signing up for texts, you consent to receive appointment reminders, account notifications, and marketing text messages (e.g., promos, cart reminders) from McIntosh and Associates at the number provided, including messages sent by autodialer. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy policy and Terms of Use.

Uncategorized

Planning for the Retirement Red Zone: Steps to Take 5-10 Years Before Retiring

By rohlmanbri | April 28, 2025 | 0

The retirement “red zone”—the last 5-10 years before you retire—is important for helping secure your financial stability. According to Vanguard’s “How America Saves 2024” report, average account balances increased by…

Ways to Financially Prepare for Rising Inflation During Retirement

By rohlmanbri | April 21, 2025 | 0

For retirees, inflation can be a financial roadblock, silently reducing purchasing power year after year. In 2022, inflation peaked at 9.1%—the highest in four decades (U.S. Bureau of Labor Statistics,…

« Newer Posts

Contact Us

Phone: 989.692.2200
Fax: 989.692.2220
Email: [email protected]

Our Location

8282 Midland Road
Freeland, MI 48623
Get Directions

Check Us Out

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. Always make financial decisions on the basis of your own due diligence.

Insurance products are offered through the insurance business McIntosh & Associates Inc. McIntosh & Associates Financial LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McIntosh & Associates Inc are not subject to Investment Adviser requirements. AEWM and McIntosh & Associates Inc are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 3921161 - 7/24

Privacy Policy | Terms of Use | Form CRS