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.

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

Wealthy family eating dinner and talking about their financial legacy.

Couple sitting on couch and looking over finances.

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

Couple sitting on couch and looking over finances.

A couple sitting on a couch hugging one another.

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 sitting on a couch hugging one another.

A couple meeting and laughing with a financial planner.

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

A couple meeting and laughing with a financial planner.

Holistic wealth viewpoint insights

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

Man and woman sitting at a table while looking at a book and laughing

A framework for philanthropy: Giving back starts with a plan

Article / 2 min read

Family on a couch smiling and chatting.

Preparing for the Great Wealth Transfer: Family meeting guide

Article / 3 min read

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