Blog
Trusts: Helpful tools or unnecessary complexities?
Trusts: Helpful tools or unnecessary complexities? First appeared in the Traverse City Business News, March 2026 edition. https://www.tcbusinessnews.com/trusts/
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Women, You’re Already the CFO of Your Life, So Make It Official
You’ve spent decades building a life filled with love, purpose, and responsibility ... so why does financial planning still feel like someone else’s job? You’ve managed (almost) everything the world has thrown at you. Yet, somehow you...
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Letting Go Without Losing Your Legacy: Financial guidance for family property transitions
Like many of you, I’ve grown up loving the land here in northern Michigan – whether it’s a family farm, a cottage tucked into the woods or a stretch of waterfront that holds generations of memories. These places shape our life stories....
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Well Off: Financial health and wellness play a crucial role in your overall health
What do you think of when you hear the term “financial health?” Maybe to you, financial health means balancing your checkbook every month. Maybe you track your spending on a new app – if it’s green, you’re good. Maybe your ideal vision...
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A Seat at the Table: Putting your legacy plans into action starts at the kitchen table
Sit down at the table. Don’t rock the chair back. Use a fork. Don’t leave the table until everyone else is finished. (Yes, I sound like my mom. I’ve accepted it.) I love good food – and while my kids clearly haven’t caught on yet –...
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Spreading the Wealth: Tuck 529 college funding plans, charitable giving or cash in their stockings
You made your list. You checked it twice. All your kids are nice, of course! As we head into the holiday season, your to-do list is likely getting longer and longer. Let’s think about some ways that we can create some win-wins for your...
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'Farming' Your Finances: Are you providing sufficient care and feeding to grow your wealth?
You’ve read thousands of articles about personal finance. You listen to the news and follow the markets, but somehow, it lacks personal connection for you. Maybe occasionally an article will offer a novel strategy to minimize taxes or...
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