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General Financial Services, Inc.

524 Mosher Street, Suite 100
Mt Pleasant, MI 48858

877.263.9089

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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

General Financial Services, Inc.

General Financial Services INC.

Your Mt. Pleasant, Michigan Partner for  Greater Success

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At General Financial Services, Inc., we we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Building Your Legacy

A four-step framework for building a personal legacy.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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