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The holistic wealth viewpoint

Articles, videos, and tools to help you thrive

Take a strategic and holistic approach to finding financial opportunity, maximizing after-tax net worth, and mitigating risk. Our experts provide their well-researched, experience-backed guidance and insights on topics from financial planning to estate planning, philanthropy and more to help you protect and grow your wealth.

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Plante Moran Wealth Management Learn Lead Legacy webinar series

The Learn Lead Legacy webinar series provides holistic wealth strategies and expert insights to help give you financial peace of mind.

Webinar / 45 min watch Register Now

Wealthy family eating dinner and talking about their financial legacy.

Couple sitting on couch and looking over finances.

January 03, 2025

10 financial strategies to keep you on track in 2025

As you prepare for the upcoming year, now’s the perfect time to evaluate your financial plan. With our comprehensive checklist of 10 essential actions, you’ll be prepared to face the opportunities and challenges of 2025.

Article / 6 min read Read More

Couple sitting on couch and looking over finances.

A couple sitting on a couch hugging one another.

Seven reasons millennials need a financial advisor

As millennials hit their professional stride, many wonder how — with free-flowing information and one-click investing — a financial advisor could add value. The fact is, hiring an advisor might be in your best interest. We share seven reasons why.

Article / 7 min read Read More

A couple sitting on a couch hugging one another.

A couple meeting and laughing with a financial planner.

New proposed regulations under SECURE Act provide clarity for beneficiaries of inherited IRAs

On Feb. 23, 2022, The U.S. Department of Treasury released proposed regulations, clarifying its interpretation of inherited IRA changes under the SECURE Act. Here’s everything you need to know.

Article / 3 min read Read More

A couple meeting and laughing with a financial planner.

Holistic wealth viewpoint insights

Couple talking to their wealth advisor.

Everyone needs an estate plan — even you

Article / 5 min read

Couple learning how to fund their trust.

Understanding pecuniary and fractional methods for funding your trust

Article / 4 min read

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Getting married? Here’s your financial checklist

Article / 4 min read

A financial advisor talking to client in a conference room.

Is managing your money costing you? 5 ways a financial advisor can help

Article / 3 min read

Couple meeting their financial advisor.

3 things to keep in mind when considering a Roth IRA conversion

Article / 5 min read

Wealthy family shaking hands with a financial advisor and discussing their financial legacy.

Plante Moran Wealth Management Learn Lead Legacy webinar series

Webinar / 45 min watch

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