This article was originally published in the October 2026 edition of the Traverse City Business News. Most financial plans are built around two people sharing income, decisions, and responsibilities. When one spouse passes away, those...
Does Your Spouse Know the Financial Plan as Well as You Do?
In many households, one spouse naturally takes the lead on financial matters. They may be the person who talks with the financial advisor, reviews investments, tracks accounts, handles tax documents, or coordinates with an estate...
Is Too Much of Your Wealth Riding on One Asset?
This article was originally featured in the August 2026 edition of the Traverse City Business News. For many successful families in Northern Michigan, wealth wasn’t built through a perfectly balanced portfolio. It was built through...
The 529 Plan to Roth IRA Rollover: What Grandparents Should Know – Forbes
This article was originally published at Forbes.com in February 2024 but has been updated to align with 2026 information. Click here for a link to the original article. For families saving money for college, 529 savings plans...
Summer on the Water: Is Your Wealth as Liquid as You Think?
In Northern Michigan, summer often revolves around water. Lake days, boat rides, and family time at the cottage are part of what many families have worked hard to enjoy. They’re also a good reminder to...
The Value Of Coordinated Advice For Affluent Families
For many affluent families, financial life has a way of becoming more complex over time. What may have started with saving, investing, and planning for retirement can eventually grow into a broader set of decisions...
6 Smart Ways to Help Your Graduate Start Strong Without Losing Sight of Your Own Plan
For many families, May is when celebration and financial reality start showing up in the same conversation. Whether you’re celebrating a graduate from TC Central or West, or a college senior at Michigan or Michigan...
Legacy Up North: When a cherished property becomes part of the plan
A home can hold a unique place in both the balance sheet and the family story. Whether it’s a primary residence, a seasonal home, or a long-held family property, it’s where summers unfold, holidays are...
Quiet Wealth, Clear Decisions: How High-Net-Worth Families Think About Money Differently
This article was originally published in the March 2026 issue of the Traverse City Business News. We live in a place where wealth shows up in different ways. For some families, success is easy 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...