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...
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....
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...