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The holistic wealth viewpoint

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.

Couple sitting on couch and looking over finances.

January 13, 2023

10 financial strategies to kick off 2023 the right way

After a volatile 2022, start the new year with a fresh review of your financial plan. Here’s our 10-point checklist to get started.

Article / 5 min read

Couple sitting on couch and looking over finances.

Two millennials sitting on a couch together smiling.

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

Two millennials sitting on a couch together smiling.

Elderly couple meeting with a business professional in a restaurant for lunch.

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

Elderly couple meeting with a business professional in a restaurant for lunch.

Elderly woman reviewing long term care insurance options on her laptop computer.

Understanding long-term care insurance: Are you planning ahead?

Many Americans will need long-term care in their lifetime, but few have planned ahead to pay for it. Find out more about traditional and hybrid long-term care insurance policies and how they could help cover these significant costs.

Article / 5 min read

Elderly woman reviewing long term care insurance options on her laptop computer.

Holistic wealth viewpoint insights

Elderly couple assessing insurance agencies together.

Looking for an insurance agency? Ask these six questions

When it comes to offering insurance, many agencies market themselves as customer-focused, independent, and objective. But in reality, not all are. These six questions will help find the agency that’s right for you.

Article / 2 min read

Business professionals in a meeting referring to their notes.

Stock-based compensation: How to use your 10b5-1 plan to achieve your financial goals

Stock-based compensation is a popular way for employers to incentivize key staff. But if you’re a recipient, you could face challenges posed by strict trading rules and personal portfolio management considerations. A well-designed 10b5-1 plan can help.

Article / 8 min read

Person folding their hands in consideration.

Domestic asset protection trusts: Shield assets from creditors

Are you concerned about protecting your wealth? Domestic asset protection trusts can be an effective planning tool. Here’s what you need to know.

Article / 4 min read

View of skyscrapers and flags in a city.

SECURE 2.0 Act: Three key updates to improve your retirement finances

The SECURE 2.0 Act of 2022 (SECURE 2.0) makes several major changes to retirement savings rules and related tax incentives. Here’s how three of them could significantly improve your personal finances in the years to come.

Article / 3 min read

Business professional smiling while using their laptop computer.

February 15, 2023

Life insurance policies: What’s the difference between term vs. permanent?

Are you trying to decide what type of life insurance policy is best for you? Here’s our expert review of the two main types of life insurance — temporary and permanent — and the key features of each.

Article / 5 min read

Person in floral shirt listening to podcast on their phone.

January 19, 2023

Ryan Linenger talks investments and more on WGN Radio Chicago

Plante Moran Financial Advisors Partner Ryan Linenger spoke with WGN Radio Chicago’s Steve Dale about the stock market, economy, inflation, and what the new year may hold for investors.

Podcast / 15 min listen

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