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,...
Back to Basics: 9 Common Insurance Mistakes to Avoid
Having at least a basic insurance plan is essential. While many jobs cover your insurance needs, not all of them do. It’s important to figure out what insurance plans you need and what works best...
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...
December 2025 Insights: A season for family, values, and future planning
The holiday season is in full swing — a time for gathering, reconnecting, and reflecting on the people and traditions that matter most. For our team at Black Walnut Wealth Management, it’s also a moment...
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....