Welcome to Neville Financial
Welcome, I’m Marc Neville, a financial consultant in Livonia, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
I have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (734) 432-2020.
Helpful Content
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Debt Stress
There’s a link between debt and stress.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Business Cycle
How will you weather the ups and downs of the business cycle?