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....
November 2025 Insights: Build a legacy through meaningful holiday giving
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your...
Investing in Their Future: 4 Smart Financial Gifts for Kids and Grandkids
Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer. A contribution toward...
October 2025 Insights: What Makes a Financial Advisor “Right” for You?
This month, we’re proud to share an article written by Eric, recently featured in the Traverse City Business News: “How to Choose the Right Financial Advisor for You” While many of our readers have already...
How to Choose the “Right” Financial Advisor for You
Finding the right financial advisor can be overwhelming. There’s a lot at stake, the options are confusing, and the fear of choosing wrong is real — especially when your retirement, family legacy, or financial peace...
September 2025 Insights: Cybersecurity for Affluent Families
September has arrived in Northern Michigan, and while the warm days are still lingering, fall colors and cooler evenings aren’t far behind. As the seasons shift, our team at Black Walnut continues working to provide...