Estate Performance Advisors

06/19/2026

Financial wellness through strategic planning! Investing in stocks and markets can feel like stepping into the space era. As the market expands post-scarcity, explore how new opportunities can fit into your financial planning journey.

The stock market is starting to expand again after years of shrinking — and potentially at a scale not seen since the dot-com era.

06/17/2026

Maximize financial wellness by coordinating 401(k) contributions in marriage. This evergreen move boosts retirement financial planning, potentially saving hundreds annually. Always stay mindful of your financial future together!

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

06/17/2026

✨ Excited to celebrate the Grand Opening of OakBrook Senior Living in Milford! ✨

If you or someone you love is exploring senior living options, this is a great chance to tour a beautiful new community, meet the team, and experience what modern senior living can look like.

📍 OakBrook Senior Living – Milford
📅 Wednesday, July 22nd
⏰ 12:00 PM – 2:00 PM
📍 118 Canal St., Milford, MI 48381

Enjoy summer snacks, charcuterie, raffles, and a chance to connect with local professionals and community members.

As always, we love supporting resources that help families navigate retirement, healthcare, and life transitions with more clarity and confidence.

If you’re thinking about the next chapter for yourself or a loved one, this is worth checking out. 🌿

06/11/2026

Financial wellness and planning can positively impact retirement. While financial discipline is crucial, recent findings suggest there's room for enjoying life, including travel and vacations, even post-retirement, if savings support it.

New research on retirement spending shows retirees may have more wiggle room to spend than they think, assuming they have savings and aren't primarily relying on Social Security.

06/08/2026

Financial wellness includes planning for aging. Long-term care insurance premiums are up 40% since 2020. With fewer than a third planning for this, it's crucial to factor in these costs when considering financial planning and insurance options.

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2

06/01/2026

Pursuing financial wellness through strategic financial planning is paramount. Investing in markets demands caution, especially with the buzz around Anthropic, SpaceX, and OpenAI. High net worth individuals must be vigilant about stocks potentially causing market indigestion.

Watch out for indigestion.

05/27/2026

Confidence in retirement might be down, but there's still time to focus on financial wellness! Tweak that financial planning strategy and keep retirees’ spirits higher with some thoughtful adjustments.

Retirement confidence slipped in 2026 for both workers and retirees.

05/20/2026

Keep financial wellness alive by ensuring your financial and estate planning is up-to-date. Avoid family feuds and lengthy battles over inheritance by regularly updating beneficiary information. Family and finances should work together, not against each other.

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

05/19/2026

Financial wellness involves mindful planning, especially for retirement. Medicare may not cover all healthcare costs. Strategies like budgeting can help manage these shortfalls, ensuring more comprehensive financial planning for future security.

Medicare doesn't go as far as expected in covering retirement healthcare costs. Some strategy can help you build a more realistic budget.