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Retirement Ready

MI Invest Guide

 

 

Investors have more responsibility than ever for achieving their financial goals. The Investor Guide was written to help investors beginning and more experienced precisely understand these topics. And if you decide to seek a financial adviser, the Investor Guide will help you ask the right questions and the necessary research to increase your chances of finding a financial professional you can trust.

 

 

Understanding Your Brokerage Account Statements: The best way to track your brokerage account activity and performance is to carefully review your monthly/quarterly statements. This document provides a detailed “snapshot” of the value of, and the transactions that have occurred in, your account during the statement period.

 

Information for individuals who are working and trying to find ways to save their money.

New Job Entrants

Mid-Career

Near Retirement

In Retirement

 “Investomania”    


Additional Resources
                                                                                                                                                                                                      

401(k) Investing                                                                                                                                                                            

Elder Abuse Task Force                                                                                                                                     

Monthly Labor Review: "Reentering the labor force after retirement"

Mutual Funds   

Mutual Fund Analyzer by FINRA

Planning for Retirement with Confidence - Helpful Resources                                                                                               

Retirement Made Easy

Planning for Retirement  by Consumer Financial Protection Bureau

Serving Our Seniors                                                                                            

Top 10 Ways to Prepare for Retirement 

 

 

The information provided on this website is not comprehensive, is not offered as legal or investment advice, and is not a substitute for competent legal or financial counsel. The Securities Division provides this information to give you an overview of the topics discussed. You should not rely on the accuracy of this information but should carefully review all applicable statutes and regulations with the assistance of legal counsel.


Contact Us:
Department of Licensing and Regulatory Affairs (LARA)
Corporations, Securities & Commercial Licensing Bureau (CS&CL)
Securities and Audit Division
Address:  PO Box 30018, Lansing, MI 48909
Overnight Mail (FedEx/UPS): 2407 N. Grand River Ave, Lansing, MI 48906
Phone: (517) 335-5237
Fax: 
(517) 763-0039
Email: LARA-CSCL-Securities-Audit@michigan.gov