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...
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...
4 Year-Long Tax Tips for Retirees
Whether you’re just easing out of the workforce or you’ve been in retirement for a few years, making the right financial moves is critical. Whether you’re working with an advisor or handling your own finances,...
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...
Smart Retirement Moves – Effective Tax-Strategies for Retirees
This article was published in the August 2025 issue of the Traverse City Business News and can be read in its entirety below. Black Walnut Wealth Management contributes articles and is featured in various media...
Looking for Something to Do in Retirement? Consider Volunteering
Volunteering is a powerful way to make a difference in your community while reaping numerous personal benefits. Engaging in volunteer work not only enhances the lives of those you are helping but also has profound...
How to Retire: The Ultimate Checklist for a Confident Plan
This article was published in the March 2025 issue of the Traverse City Business News, and can be read in its entirety below. Black Walnut Wealth Management contributes articles and is featured in various media...