This article was originally featured in the August 2026 edition of the Traverse City Business News. For many successful families in Northern Michigan, wealth wasn’t built through a perfectly balanced portfolio. It was built through...
The 529 Plan to Roth IRA Rollover: What Grandparents Should Know – Forbes
This article was originally published at Forbes.com in February 2024 but has been updated to align with 2026 information. Click here for a link to the original article. For families saving money for college, 529 savings plans...
Summer on the Water: Is Your Wealth as Liquid as You Think?
In Northern Michigan, summer often revolves around water. Lake days, boat rides, and family time at the cottage are part of what many families have worked hard to enjoy. They’re also a good reminder to...
The Value Of Coordinated Advice For Affluent Families
For many affluent families, financial life has a way of becoming more complex over time. What may have started with saving, investing, and planning for retirement can eventually grow into a broader set of decisions...
6 Smart Ways to Help Your Graduate Start Strong Without Losing Sight of Your Own Plan
For many families, May is when celebration and financial reality start showing up in the same conversation. Whether you’re celebrating a graduate from TC Central or West, or a college senior at Michigan or Michigan...
Legacy Up North: When a cherished property becomes part of the plan
A home can hold a unique place in both the balance sheet and the family story. Whether it’s a primary residence, a seasonal home, or a long-held family property, it’s where summers unfold, holidays are...
Quiet Wealth, Clear Decisions: How High-Net-Worth Families Think About Money Differently
This article was originally published in the March 2026 issue of the Traverse City Business News. We live in a place where wealth shows up in different ways. For some families, success is easy to...
Do You Own a Business & Plan on Retiring Soon? 5 Tips for Starting Your Business Transition Plan
In simple terms, business transition planning is a strategy that can be put into play when a business is sold or changes hands. For company owners nearing retirement, a successful transition plan can play an...
Financial Resolutions for the New Year: Fewer Decisions. More Confidence.
As a new year begins, many people set financial resolutions like “save more” or “spend less.” Those goals are important. But for many families, especially in this stage of life, the bigger goal is something...
Preparing the Next Generation(s) for Family Wealth
Over the next few decades, an extraordinary amount of wealth will move from older to younger generations. Often called the “Great Wealth Transfer,” estimates suggest that more than $124 trillion will change hands by 2048....