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The holistic wealth viewpoint

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45 min watch
Investor Insights: 2021 mid-year review
Join Plante Moran Wealth Management on June 29 for our Investor Insights webinar. Led by the firm’s Chief Investment Officer Jim Baird, our experts will share perspectives on capital market conditions and discuss the mid-year economic and market outlook.
Jim Baird Wealth Management
Webinar June 29, 2021 45 min watch Upcoming
Family sitting in a living room couch together with their two kids.
1 min read
A new twist to the inherited IRA 10-year distribution rule

For those who’ve inherited an IRA since the beginning of 2020, a recent IRS publication has generated some confusion regarding taking distributions under the SECURE Act’s “10-year rule.” Here’s what you need to know.

David Stahl Wealth Management
Article June 3, 2021 1 min read
Couple using a laptop computer on a kitchen island/counter.
4 min read
Getting married? Here’s your financial checklist

Engaged and newlywed couples often have different viewpoints about money and finances. Use our checklist to start your marriage out on the right foot.

Jaime Eckels Wealth Management
Article May 26, 2021 4 min read
View of American flags close-up.
5 min read
What could the proposed tax changes mean for your estate plan?

The American Families Plan would include income tax increases for high-income taxpayers but doesn’t make changes to the estate tax. However, several congressional proposals target transfer taxes and could still be incorporated into a tax reform bill.

Alicia Cole Wealth Management
Article May 25, 2021 5 min read

Deep dive: The holistic wealth viewpoint

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