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....
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...
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...
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...
How to Retire: The Ultimate Checklist for a Confident Plan
This article was published in the March 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...
3 Common Money Mistakes Retirees Make
This article was published at Forbes.com in August 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...
Are You Prepared for a Market Correction
Financial markets are subject to fluctuations, and while we can’t predict when a market correction will occur, preparing for it is crucial to shield your investments and stay on track with your retirement goals. In...
Don’t Miss Out: 5 Financial Moves to Make Before Year’s End
This article was published in the October 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 outlets. The...
Is Social Security Sustainable?
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...