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, ...
Filed under: Client Photo Event
Life’s journey is a unique adventure, filled with experiences, emotions and memories. We invite you to share unique moments in your journey by submitting photos to our 2016 Client Photo Contest. All clients are welcome to participate — you ...
Filed under: Client Photo Event
JOIN US as renowned photographer Monte Nagler leads a basic photography class that will concentrate on composition, exposure, depth-of-field and much more. Location: Planning Alternatives 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 483...
Filed under: Education and Insights
The Brexit vote (Britain’s decision to leave the European Union) was unexpected by experts. Here are a few key points surrounding this historic event: Most politicians and businesses campaigned to keep Britain in the EU. Polls leading up t...
Filed under: Education and Insights
Planning Alternatives’ Nathan Mersereau was recently interviewed on the topic of ADVISING CLIENTS ON TIMESHARES for an online article on FinancialPlanning.com. “With a timeshare, you can go to an attractive location for your vacation, withou...
Filed under: Education and Insights
Navigating Divorce – 5 steps to take when you’re in the unexpected 50% The tale is tried and true; it’s the stuff fairy tales are made of. Two people fall in love, get married and live happily ever after. Unfortunately, the “happil...
Filed under: In the News
While we appreciate the trust our clients place in us to care for their wealth, we are always looking for ways to help others grow in their financial literacy and confidence. To that end, Nathan Mersereau, CFP®, President of Planning Alternativ...
Filed under: Education and Insights
This workshop will provide you with the tools you need to gain insight into your financial position and build future security. DATE: Wednesday, April 13 TIME: 6:30 – 8:00 p.m. LOCATION: Planning Alternatives By attending this Financ...
Filed under: Education and Insights
Planning Alternatives’ Outlook 2016 Webinar shares timely insight to help you gain a better understanding of issues relating to the economy, investing and financial planning in this educational video. By watching you’ll learn: How fin...
Filed under: Education and Insights
Planning Alternatives serves clients throughout the country and we’re excited to present OUTLOOK 2016 in Southwest Florida. If you’re in the Fort Myers area, please join us! We’ll share timely insight on the economy and help yo...
Filed under: Education and Insights
When we experience periods of falling stock prices, it’s helpful to consider things from a historical perspective. Seeing the market cycles of the past can take the edge off the uncertainty of the day. We examined return data for US stocks (us...
Filed under: Timely Insights
Perhaps you’ve noticed that people who have been investors for a long time don’t make predictions about what the “market” will do in the coming year or next several years. Most of us start out thinking that, by examining the right fact...
