If you pay attention to the news, you may have heard the negative predictions about the sustainability of our Social Security fund. For example, a recent Social Security Survey reports that three-quarters of people over...
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...
The Money Script: Don’t Let Your Emotions Control Your Wealth
This article was published in the March 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...
5 Retirement Hobbies You Never Knew Existed
Many people envision spending a comfortable retirement on the golf course or relaxing by the beach. While these activities appeal to some, there’s an entire world of retirement hobbies out there that can keep you...
How to Retire: Checklist for a Successful Plan
This article was published in the October 2023 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 outlets....
4 Ways to Reduce Your Capital Gains Tax
Are your investments in a gain position? If yes, you’re in a good spot. It’s always better to be in a gain than a loss, but that also means you may have a tax liability...
If Widowhood Happened Tomorrow, Would You Be Prepared?
No one wants to think about something happening to someone we love, but it’s important to be prepared. If you were to become a widow tomorrow, would you know what to do? Here, we share...
Understanding the Home Sale Tax Exclusion
This article was published in the August 2023 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...
Are Your Adult Children Still Asking for Money? Here are Four Ways to Get Them to Stop Relying on You Financially
Helping your adult children financially might look as simple as covering their phone bill or as significant as contributing to a house down payment. As children transition into adulthood, most parents still have the desire...
FDIC Limits Explained
If nothing else, the recent failures of Silicon Valley Bank and First Republic Bank highlighted the importance of Federal Deposit Insurance Corporation (FDIC) insurance. FDIC insurance protects deposits at member banks in the highly unlikely...