Items Tagged with 'Grand Wealth Management'

ARTICLES

Q&A: Anastasia Wiese

April 30, 2019
Anastasia Wiese, J.D., C.F.P., is a financial advisor with Grand Wealth Management in Grand Rapids. Read More

Not all financial advisers can be called certified financial planners

Designation means planners must act in best interests of clients in big-picture way.

April 5, 2019
According to Steve Starnes, anyone can say they are a financial adviser, but not every adviser can say they are a certified financial planner. Read More

New tax law changes charitable giving strategies

Financial advisers and nonprofit fundraisers share approach to tax-efficient donation.

October 19, 2018
Since last year’s tax law changes, financial advisers and nonprofits have been working to educate donors on the most efficient ways to give. Read More

Attorneys stress importance of estate planning

A will now means fewer headaches later, especially for millennial parents with kids.

October 19, 2018
The majority of Americans don’t think about estate planning. Read More

Putting the financial house in order with a plan

Financial adviser says estate planning should go on year-end to-do list for those who don’t have last wishes recorded.

October 20, 2017
Most people reaching the twilight of life are aware they should make a will. But not as many realize the negative consequences of leaving the task undone. Read More

Q&A: Ellie Winter

August 8, 2017
For the past 33 years, Ellie Winter has worked with individuals and families on their personal financial needs, and also has provided financial and benefit plan education to corporate executives and employees. Read More

GRBJ Podcast: Ellie Winter of Grand Wealth Management

July 25, 2017
Ellie Winter — a partner at Grand Wealth Management — is the featured guest in episode 44 of the GRBJ Podcast. Read More

Inside Track: From rocket scientist to number cruncher

Financial advisor specializes in helping clients with dementia obtain financial security.

December 23, 2016
For many, financial planning can be as confounding as rocket science. Read More

GRBJ Podcast: Steve Starnes of Grand Wealth Management

December 20, 2016
Steve Starnes — a senior financial advisor at Grand Wealth Management — is the featured guest in episode 13 of the GRBJ Podcast. Read More