Yager & Associates

Yager & Associates Financial & Estate Planning Scientists.

We specialize in helping Retirees engineer programs that minimize taxes, maximize income and preserve value for their families. Education and accurate information allows our clients to understand all their options when creating a strong foundation for their future. A truly different all inclusive approach
to retirement planning that takes into consideration
all aspects of Your goals and Your Famil

y's needs
affording You the comfort and security of knowing
what You want for Your future and
Your Family's future will happen.

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill...
08/27/2026

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill. Here's how it works.

The latest newsletter takes a closer look at this financial strategy.

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to you...
08/24/2026

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to your inbox.

Sign up and stay tuned for this week's posts.

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's ...
08/22/2026

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's why the gap between investing and spending can leave retirees exposed.

Stocks are often described as one of the best long-term hedges against inflation.

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your persona...
08/19/2026

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your personal data at risk.

There are risks involved with oversharing

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it come...
08/16/2026

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it comes to saving for your retirement.

Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.

Turning 73 comes with a mandatory tax obligation -- required minimum distributions that count as income. Here's what to ...
08/13/2026

Turning 73 comes with a mandatory tax obligation -- required minimum distributions that count as income. Here's what to know before yours arrive.

RMDs are taxable income; the ripple effects on your finances can surprise you.

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a...
08/10/2026

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a permission slip to overspend. But there are ways to spend more intentionally.

Many of the things people spend money on in the summer are not frivolous. They are often tied to family connection.

10 years before retirement is one of the most important windows for building security. From catch-up contributions to po...
08/08/2026

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Part 2 of our series looks at how to play catch up when you’re 50

Experience, established networks and financial stability are just a few of the advantages that come with starting a busi...
08/05/2026

Experience, established networks and financial stability are just a few of the advantages that come with starting a business in your golden years.

In this Learning Bites segment, Susan Reid joined us to share why older entrepreneurs are thriving and how you can start a business later in life with confidence, purpose, and vision.

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth fami...
08/02/2026

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth families think about long-term wealth transfer.

Strategies for optimal intergenerational wealth transfer may require reconsideration, given the continuation of a higher basic exclusion amount by the law known as the One Big Beautiful Bill Act.

Address

41000 7 Mile Road
Northville, MI
48167

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

Telephone

(800) 491-1836

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