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.
Tuesday, March 4, 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

More insights
Wealthy couple talking to their financial advisor.

Strategic wealth transfer: Top considerations for 2025

Article / 4 min read
Wealthy couple reviewing financial strategies for the new year.

10 financial strategies to keep you on track in 2025

Article / 6 min read
Couple on their laptop computer planning for their year end finances.

7 tax planning items to consider before year-end

Article / 5 min read
Couple assessing their estate plan.

It’s time to revisit your estate plan: A comprehensive guide

Article / 5 min read
Man and woman sitting at a table on a laptop

Year-end charitable giving: Tips for smarter gifting

Article / 4 min read
Spouses discussing a SLAT with their financial advisor.

Use it or lose it: Consider a SLAT before the estate tax sunset

Article / 5 min read
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