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.
April 25-Oct. 23, 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.
June 12, 2024

10 financial strategies to keep you on track in the second half of 2024

As we approach the second half of the year, opportunities abound for proactive planners. Use this 10-point checklist to keep your financial plan on track.
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

More insights
Two professionals are discussing election impact on estate planning.

2024 election: What does it mean for your estate plan?

Article / 2 min read
Parents and their children smiling and taking a selfie.

Cybersecurity for families: 5 ways to help protect children and adults

Article / 10 min read
Elderly couple in the kitchen using a laptop computer while drinking coffee.

Life settlements: Unlocking value from your life insurance policy

Article / 7 min read
Parents helping their college student move.

9 financial tips to prepare yourself and your child for college and beyond

Article / 6 min read
Two wealthy individuals meeting with a financial advisor to learn about the best financial strategies.

10 financial strategies to keep you on track in the second half of 2024

Article / 6 min read
Business professionals talking and shaking hands in an office conference room

Buy-sell agreements: Protecting the future of your business

Article / 6 min read
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