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.
Thursday, April 25, 2024

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 / 1.5 hour watch Register Now
Couple sitting on couch and looking over finances.
October 10, 2023

10 financial strategies to keep you on track for year-end

As we approach the end of 2023, opportunities abound for proactive planners. Use this 10-point checklist to keep your financial plan on track.
Article / 5 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

More insights
Two wealthy people reviewing their charitable donations.

Give smarter: Tax-effective strategies for charitable donations

Article / 4 min read
Multiple generations of a family laughing and eating dinner together.

5 tips to prepare for the Great Wealth Transfer

Article / 4 min read
A financial advisor sitting with her client in a cafe discussing ways to avoid common investment mistakes.

5 common mistakes we see investors make

Article / 4 min read
Couple sitting on couch and looking over finances.

10 financial strategies to keep you on track for year-end

Article / 5 min read
Business professional sitting down with a client, to discuss life insurance policy loan options.

Life insurance policy loans: Are they right for you?

Article / 7 min read
Trustee learning about their options for outside expertise.

Accidental trustee? Options for support and guidance

Article / 5 min read
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