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The holistic wealth viewpoint

Elderly woman sitting on a swing on a porch using a handheld tablet device.
October 07, 2022

10 financial strategies to capitalize on before year-end

The market downturn, inflation, rising interest rates, and concerns over the economy are leading investors to revisit their personal finances. Are you missing opportunities for financial gain? Get started with 10 ideas we’re considering for clients.
Article / 5 min read
Two millennials sitting on a couch together smiling.
April 11, 2022

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
Elderly couple meeting with a business professional in a restaurant for lunch.
April 08, 2022

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
Elderly woman reviewing long term care insurance options on her laptop computer.
March 23, 2022

Understanding long-term care insurance: Are you planning ahead?

Many Americans will need long-term care in their lifetime, but few have planned ahead to pay for it. Find out more about traditional and hybrid long-term care insurance policies and how they could help cover these significant costs.

Article / 5 min read

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Business professional looking at a report in an office.
November 29, 2022

Using a lender to finance your insurance premiums? Here’s what you need to know

Over the past decade, low interest rates supported a consideration of a premium financing strategy, offering high-net-worth individuals a low-cost way to get life insurance. But as financial conditions change, so does the risk. Is this strategy right for you?
Article / 3 min read
Colorful confetti thrown in the air.
November 17, 2022

Forbes names PMFA one of America's top investment advisory firms

The inaugural list of “America’s Top RIA Firms” by Forbes ranks the top 100 registered investment advisory firms in the nation, placing Plante Moran No. 23 on the list.
In The News / 1 min read
Family gathered around Thanksgiving table.
November 16, 2022

Silver linings in challenging times: Eight strategies for financial peace of mind

Financial anxiety is common — in every tax bracket — and nothing stirs it up like market turbulence. These strategies can help you gain a greater sense of control and peace of mind during periods of inflation and economic instability.
Article / 6 min read
Two business professionals working from home at a kitchen table.
November 10, 2022

Revisiting your estate planning essentials

Estate planning is a process that evolves with the changes in your life. Buying a house, marriage and childbirth, or just the passage of time are all triggers to review your plan. Use this checklist to start your review.
Article / 5 min read
An elderly couple walking down a sidewalk hugging each other.
October 13, 2022

Five questions — and our tips — for navigating Social Security benefits

Understanding how Social Security benefits work, what benefits you’re entitled to, and the best strategies for filing are essential to retirement planning. Here are five common questions we’re asked about Social Security and our tips for navigating benefits.
Article / 4 min read
Business professional in a suit reading a newspaper.
October 13, 2022

The four pillars of a successful private family foundation

The responsibilities of creating and managing a private family foundation can be intimidating for those new to the process. Focusing on four key pillars of foundation management will help ensure a lasting legacy of charitable giving for your family.
Article / 7 min read