Filed under: Education and Insights
A tale of two families: Family #1: A widowed mother had three adult children. The mother worked with her financial advisor and her estate planning attorney to plan for the transfer of her estate. Family meetings were held with the three childre...
Filed under: Education and Insights
You may have heard me talk about my canoe metaphor. Let me explain what that’s all about… I grew up in rural New Brunswick, Canada. It’s a region where hard work is valued, and the simple things in life are appreciated. A mentor of mine wa...
Filed under: Education and Insights
If it has been longer than five years since your estate plan was reviewed, you need a check-up. Like your teeth or car, your estate documents require regular maintenance. The world is changing and so are you—new federal tax laws are enacte...
Filed under: Education and Insights
The Dow Jones Industrial Average (DJIA) recently hit the milestone level of 20,000 points and then quickly shot past 21,000. This index may be the most publicized in the investing world, but only represents a fraction of all publicly traded stoc...
Filed under: In the News
Congratulations to Nathan Mersereau, President of Planning Alternatives, for being appointed to the national Schwab Advisor Services Advisory Board. The Schwab Advisor Services Advisory Board consists of approximately 20 representatives of indep...
Filed under: Education and Insights
We share timely insight on the economy, markets and financial planning strategies in this educational webinar video. Topics include: What President Trump’s economic plan means to you What to know in light of potential tax law reform Ho...
Filed under: Education and Insights
One thing many of us can agree on is that our current income tax code is confusing. With President-elect Donald Trump, we are very likely to see some version of his tax proposal—or a GOP proposal—pushed through Congress in 2017. The followin...
Filed under: Education and Insights
Year-end tax planning is an important component of a comprehensive financial plan. As the third quarter comes to an end, here are tax strategies to consider before December 31. Savings and Retirement Accounts Pre-tax retirement plan contr...
Filed under: Company News
Recognized for Entrepreneurial Spirit, Drive to Advance the Independent Financial Advisory Industry BLOOMFIELD HILLS, MI – Planning Alternatives, an independent wealth management firm, announces today it will be recognized by Charles Schwab &a...
Filed under: Education and Insights
Discover 12 ways to optimize your retirement accounts by minimizing taxes and maximizing it’s value during your lifetime and beyond. Hosted by: Planning Alternatives Location: Planning Alternatives 36800 Woodward Ave, Suite 200 Bloomfield Hill...
Filed under: Education and Insights
Is the global economy growing or slowing? What should investors do during these uncertain times? These questions and many more are on investors’ minds as we approach November 8. In an effort to provide timely education and insights, we a...
Filed under: Education and Insights
We’re pleased to announce a webinar series on the topic of aging, presented in partnership with The Alzheimer’s Association – Greater Michigan Chapter and Planning Alternatives. Capabilities of loved ones can change over time, ...
