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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.

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Tuesday, Nov. 18, 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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    The personal CFO model: Holistic wealth management that works

    Article / 5 min read
    A couple smiling and looking at a financial advisor's paper.

    The power of tax-efficient investing: Keeping more of what you earn

    Article / 4 min read
    Trust professional talking to their clients.

    Structuring trust distributions: Balancing control and flexibility

    Article / 6 min read
    Couple talking to their financial advisor.

    Independence and objectivity: What incents your investment advisor to act in your best interest?

    Article / 5 min read
    Young couple discussing the FIRE movement and retiring early.

    The FIRE movement: Making early retirement an achievable goal

    Article / 7 min read
    Couple looking at their laptop.

    The Goodman Triangle: Avoiding a hidden tax trap in life insurance

    Article / 4 min read
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