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...
March 2026 Insights: Quiet Wealth, Clear Decisions
As winter begins to loosen its grip and the first signs of spring start to show up across Northern Michigan, this time of year often brings a natural shift in perspective. Longer days, a little...
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...
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...
February 2026 Insights: Clear Planning Amid Stock Market Noise
This time of year brings a lot of financial information into focus. Tax forms arrive, account values are reviewed, and we get a fuller picture of how decisions made over the past year played out....
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...
Cash in Kind: Charitable Giving Can Help The Donor As Well As The Cause
This article was originally published in the December 2023 issue of the Traverse City Business News and can be read in its entirety below. We have updated the content to reflect any recent changes to...
When Market Noise Gets Louder, Long-Term Discipline Matters More
Markets have always gone through ups and downs. What feels different today is how loud everything has become. Investors are surrounded by constant updates, predictions, and breaking news. One week it’s artificial intelligence and rapid...
January 2026 Insights: A steady start to the year ahead
January has a way of inviting reflection. A new year often brings resolutions and fresh intentions, but for many families, this season isn’t about drastic change. It’s about wanting fewer open questions, fewer second-guesses, and...
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,...