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Posts by category
- Category: Behavior & Mindset
- How to Choose the “Right” Financial Advisor for You
- How to Cancel Hidden Subscriptions You Might Not Realize You Have
- Looking for Something to Do in Retirement? Consider Volunteering
- Market Volatility: Investing in Uncertain Times
- Are You Prepared for a Market Correction
- The Money Script: Don’t Let Your Emotions Control Your Wealth
- How to Retire: Checklist for a Successful Plan
- Are Your Adult Children Still Asking for Money? Here are Four Ways to Get Them to Stop Relying on You Financially
- How to Choose a Financial Advisor
- Recessions and Bad Moods: 6 Ways They are Similar
- Goal Setting and Success. Here Are 8 Tips to Realize Your Dreams
- Financial Lessons We Can Learn From Olympic Athletes
- Is Inflation Haunting Your Financial Dreams? Part 2: What You Can Do About It
- Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
- 7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
- Improve Your Finances: Why A Digital Detox Can Save You Money
- Five Ways to Financially Empower the Women in Your Life, Including You
- Personal Money Bias: What We Can Do About It?
- Top Financial Fears That Affect Women
- 5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money
- Your Portfolio in Times of Uncertainty
- Top Tools to Get and Stay Financially Organized
- 10 Things to Do Right Now While Markets Are Tanking
- You, Your Investments, and the Coronavirus
- Can practicing ‘Minimalism’ Improve Your Financial Health?
- Category: Black Walnut Perspectives
- November 2025 Insights: Build a legacy through meaningful holiday giving
- October 2025 Insights: What Makes a Financial Advisor “Right” for You?
- September 2025 Insights: Cybersecurity for Affluent Families
- What is the Presidential Election Impact on Investments?
- FDIC Limits Explained
- Bank Run Insights
- What’s in the SECURE Act 2.0?
- The Inflation Reduction Act and Student Loan Forgiveness – How They Might Impact Your Finances
- Why I Became a Financial Advisor
- Financial Markets: Moving Into 2022
- Our Perspective: Christo and Jeanne-Claude Exhibit
- Your Summer 2021 Financial Update
- COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
- What Financial Challenges Could High Earners Face During the Biden Administration?
- Lessons Learned from the Gamestop Run
- A Second Coronavirus Stimulus Bill Worth $900 Billion Was Passed: Here’s What You Should Know
- Q4 2020 Quarterly Update
- As Biden Secures the Presidency, What Could it Mean for Your Future Estate Taxes?
- The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
- As the Coronavirus Continues, Avoid These Five Retirement Mistakes
- Q3 2020 Quarterly Update
- The CARES Act Has Waived RMD Distributions for 2020. Here’s What You Should Know
- 5 Steps to Managing an Inheritance for High-Net-Worth Individuals
- Eight “Best/Worst” Wealth Strategies During the Coronavirus
- Even in Northern Michigan: Common Financial Scams that Target Retirees and How to Spot Them
- How to Support a Northern Michigan Small Business During the Pandemic
- A CARES Act Overview
- Category: Family Wealth & Transitions
- Preparing the Next Generation(s) for Family Wealth
- Investing in Their Future: 4 Smart Financial Gifts for Kids and Grandkids
- The 529 Plan to Roth IRA Rollover: What Grandparents Should Know – Forbes
- Be Aware When Buying or Selling a Second Home
- If Widowhood Happened Tomorrow, Would You Be Prepared?
- You’ve Inherited Money, Now What Should You Do?
- After Your Spouse Has Passed: Your Financial Guide
- Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2022
- Preparing Your Adult Children to Inherit Wealth
- 5 Financially Savvy Gift Ideas
- Managing a Windfall: How to Be a Good Steward of Your Inheritance
- Retiring Soon? 5 Tips for Starting Your Business Transition Plan
- Protecting What’s Yours After You Pass, Part 2: Step-by-Step Estate Planning
- Planning Inheritances for Your Children
- Protecting What’s Yours After You Pass
- Thinking About Moving Closer to Your Kids? 4 Financial Implications to Consider
- Both the Former Zappos CEO and the “Black Panther” Star Died Without a Will. Here’s Why That Makes Things Complicated.
- You’ve Inherited an IRA. Now What?
- How To Pass On Your Financial Values to the Next Generation
- 5 Clever Financial Gift Ideas for Grandchildren
- A Guide to Dividing Your Estate Unequally
- Category: Philanthropy & Impact
- What Are Tax-Focused Gifting Strategies?
- Cash in Kind: Charitable Giving Can Help The Donor As Well As The Cause
- Know the Benefits of Sending Your RMDs Straight to a Charity
- What Impact Do You Want to Make?
- Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
- Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
- Thinking Beyond a Cash Donation
- Category: Retirement & Lifestyle Planning
- Smart Retirement Moves – Effective Tax-Strategies for Retirees
- How to Retire: The Ultimate Checklist for a Confident Plan
- Top Financial Planning Challenges In the First 10 Years of Retirement
- 3 Common Money Mistakes Retirees Make
- What You Need to Know About Medicare
- Stretching Your Dollar – Retirement Asset Withdrawal Strategies That Work
- Is Social Security Sustainable?
- 5 Retirement Hobbies You Never Knew Existed
- Maximize Your Retirement: 3 Budgeting Tips to Safeguard Your Financial Future
- How Much Do I Need to Retire Comfortably?
- When to Claim Social Security
- How to Protect Your Money When Traveling Abroad
- Tax Credits and Ebikes. Time to Get Out and Ride!
- How Women Think Differently About Retirement
- How Much Do You Need to Retire?
- Social Security Benefits May Decrease by 2034. Here Are 5 Ways to Help Fill the Income Gap
- Are you an MD? Create Your Financial Plan While Considering These Five Factors
- Applying for Life Insurance? Here’s What to Expect
- How to Invest After You Retire
- Investing for Retirement Income: Straw, Sticks, or Bricks?
- 4 Common Money Mistakes for Pre-Retirees
- 4 Year-Long Tax Tips for Retirees
- So, You Want to Retire by Age 60? Take These 6 Steps to Make it Happen
- Wellness in Retirement: Enjoy the Abundance of Northern Michigan
- How the SECURE Act Will Affect Your Retirement
- Category: Risk, Protection & Security
- Protecting Wealth in a Digital World: A Cybersecurity Guide for High-Net-Worth Families
- Shield Yourself Online: Key Measures to Prevent Cyber Attacks
- Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are Four Areas to Review Right Now
- Identity Theft Insurance: A Guide
- Scammers Are Getting Smarter – Here Are 5 Ways to Spot Them
- Back to Basics: 9 Common Insurance Mistakes to Avoid
- 7 Cybersecurity Tips to Keep in Mind While Shopping This Cyber Monday
- How to Keep Your Passwords Safe Online + 4 Free Tools to Help
- How Will Michigan Auto Insurance Reform Affect You?
- Category: Tax & Estate Planning
- Time Is Running Out: The 2025 Tax Sunset Is On The Horizon
- 4 Ways to Reduce Your Capital Gains Tax
- Understanding the Home Sale Tax Exclusion
- Tips to Prevent Overpaying the IRS – Why it’s Important to Have a Tax Plan
- 5 Tax Tips for Small Business Owners
- 3 Hidden Costs of Waiting Too Long to Start Your Estate Plan
- Are Capital Gains Taxes Changing?
- Estate Planning Awareness Month: Rethink These Estate Strategy Myths
- Required Minimum Distributions for 2021: Here’s What’s Changing
- Tax Strategies for High Earners
- A Federal Wealth Tax Was Introduced in the Senate. Here’s What Affluent Families Need to Know
- What is a Mega Backdoor Roth IRA? Here’s How to Take Advantage of the Tax Savings
- Avoid These Mistakes When Setting Up a Living Trust
- A Guide to Trusts for Estate Planning
- 4 Areas of Your Estate Plan to Review in Light of COVID-19
- Category: Wealth Preservation & Growth
- How To Preserve Your Wealth: Strategies For High-Income Earners
- Don’t Miss Out: 5 Financial Moves to Make Before Year’s End
- What Is The Fed And What Do They Do?
- 6 Financial Best Practices for Year-End 2022
- Inflation, Interest Rates, and the Market
- 3 Ways to Make Your Money Last a Lifetime
- What Should You Do About Inflation and Stock Market Volatility?
- 5 Financial Best Practices for Year-End 2021
- 5 Simple Strategies to Pay Off Dental School Debt
- The World Is Embracing Virtual Spending: Which Payment App Is Right for You?
- 2021: Looking Ahead With Hope
- What in the World are SPACs and NFTs, and What Do They Mean to Your Investment Strategy?
- What Is Fiduciary Investment Advice, and Why Does It Matter?
- The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
- Learn How Doctors Can Save Thousands Per Year With HSA Contributions
- Coronavirus and Medical School Debt: What You Need to Know