Strengthening financial literacy and aligning around shared values can help younger generations make informed decisions as they take on greater responsibility.
November 2025 Insights: Build a legacy through meaningful holiday giving
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
Investing in Their Future: 4 Smart Financial Gifts for Kids and Grandkids
Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer.
October 2025 Insights: What Makes a Financial Advisor “Right” for You?
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
How to Choose the “Right” Financial Advisor for You
Choosing the right financial advisor is about more than investments — it’s about trust, expertise, and a strong relationship. Learn how to evaluate credentials, fiduciary responsibility, and personal fit so you can feel confident your financial future is in the right hands.
September 2025 Insights: Cybersecurity for Affluent Families
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your financial journey with confidence and care.
Protecting Wealth in a Digital World: A Cybersecurity Guide for High-Net-Worth Families
Cybercriminals are no longer focused only on corporations. They are targeting households, especially high-net-worth families, retirees, and professionals across communities, even ones in our area.
Smart Retirement Moves – Effective Tax-Strategies for Retirees
Effective tax planning is essential for those approaching or already in retirement, as numerous tax pitfalls can erode wealth if not carefully managed.
The 529 Plan to Roth IRA Rollover: What Grandparents Should Know – Forbes
For families saving money for college, 529 savings plans are important tools. If you’re a grandparent, you’re likely eager to contribute to a 529 for your grandchild, but what happens to the remaining funds after your grandchild completes their education?
How to Cancel Hidden Subscriptions You Might Not Realize You Have
While subscriptions can add convenience to our routines, they can also lead to unwanted charges for products and services that slip our minds. Over time, these overlooked payments can accumulate, placing a strain on your finances.