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...
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...
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...
What Are Tax-Focused Gifting Strategies?
While engaging in acts of giving is generally driven by personal and emotional factors, it’s important to consider the potential tax implications. Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help...
Tips to Prevent Overpaying the IRS – Why it’s Important to Have a Tax Plan
This article was published in the March 2023 issue of the Traverse City Business News. We have updated the content to reflect any recent changes to the tax code and for clarity. Most of us...
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,...
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...
Top Financial Planning Challenges In the First 10 Years of Retirement
This article was published at Forbes.com in September 2023 and can be read in its entirety below. Click here for a link to the original article. Black Walnut Wealth Management contributes articles and is featured in various...
Time Is Running Out: The 2025 Tax Sunset Is On The Horizon
This article was published in the April 2024 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...