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The holistic wealth viewpoint

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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.

Wealthy family eating dinner and talking about their financial legacy.
Apr. 9, 2025

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
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
A couple sitting on a couch hugging one another.
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 Read More
A couple meeting and laughing with a financial planner.
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 Read More

    Holistic wealth viewpoint insights

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    Exploring 1031 exchange alternatives: Delaware Statutory Trusts & Section 721 UPREITs

    Article / 6 min read
    Financial advisor meeting with their client.

    The professional trustee’s critical role in Form 706 tax filings

    Article / 3 min read
    Business professionals shaking hands.

    Unlocking the potential of employee stock purchase plans

    Article / 5 min read
    Older couple smiling and hugging each other.

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

    Article / 5 min read
    Image of the New York harbor at sunset through a chain link fence

    4 essential guidelines for commercial real estate investing

    Article / 10 min read
    Couple talking to their wealth advisor.

    Everyone needs an estate plan — even you

    Article / 5 min read
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