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Anastasia Wiese Featured in MLive, Offering Investment Tips During Inflationary Times

With inflation on the rise, many households are revisiting how to save, invest, and spend their hard-earned money. In a recent MLive article on how to budget for higher prices, Anastasia Wiese, JD, CFP® shared several best practices for sustaining your investment stamina during inflationary times.

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Anastasia Wiese Shares “Wine, Women, and Money” Advice in West Michigan Woman

Although women are increasingly household breadwinners and financial stewards, talking about money often remains taboo in “polite society.” In a West Michigan Woman piece, “Wine, Women and Money: Sharing Financial Know-How,” Anastasia Wiese, JD, CFP® explores how women can broach the subject in small, private gatherings … with a little wine to help the conversation flow. “When women share information about career and finances, goals, hopes, dreams—and yes, fears—we can find the crucial support needed for success,” says Anastasia.

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Anastasia Wiese Shows GRBJ Readers How to Tend to Retirement with a Target-Date Fund

When spring flowers bloom, we discover how our earlier plantings have paid off. Likewise, how you “seed” your financial garden today determines whether you can later harvest rich rewards. In a June 2 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how to use a target-date fund to save for retirement: “It can be nice to have retirement investing on autopilot through payroll deduction and a single self-maintained investment option,” says Anastasia. “However, as with any investment tool, there are things you should consider when choosing to invest in a target-date fund.”

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Anastasia Wiese’s Corp! Commentary: Women Finding Work/Life Balance During Pandemic

How are women business owners and professionals who are also raising families achieving work/life balance during the pandemic? Michigan’s Corp! Magazine took a closer look at the question, as new studies suggest women’s professional and financial futures are at higher risk during the pandemic. Who better to speak on the subject than our own Anastasia Wiese? As a wife, mother, financial advisor, and co-owner at Grand Wealth, Anastasia shared tips on how she and her family have “leaned into the vulnerability” to manage it.

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What is Regulation Best Interest and How Does It Impact you?

If you’re not a financial practitioner, you may have missed the news that the Security and Exchange Commission’s (SEC) Regulation Best Interest (Regulation BI) rule took effect on June 30 of this year. The rule doesn’t require anything of investors and is aimed at financial advisors offering investment advice and recommendations, but what is Regulation BI, how does it impact you and can it offer you a fiduciary level of care?

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Anastasia Wiese Describes RMD Put-Backs

Did you take a Required Minimum Distribution (RMD) from your IRA earlier this year? If so, to help with the financial fall-out from COVID-19, the IRS is allowing you to reverse your 2020 RMD distribution … but you must act by August 31. In a July 28th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® describes how the RMD “put-back” works, and whether to consider taking advantage of the opportunity.

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Anastasia Wiese’s GRBJ Commentary: Understanding Sequence Risk

In a June 25th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how current uncertainties may expose retirees to “sequence risk,” or the risk of encountering negative investment returns early in retirement. Specifically, the random sequence — or order — in which you earn your returns early in retirement can impact your lasting wealth. How does sequence risk work, and how can you manage it if it happens to you?

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Anastasia Wiese Authors a GRBJ Article Summarizing the CARES Act

There are a lot of provisions rolled into H.R. 748 – otherwise known as the CARES Act. Plus, Congress continues to clarify the many details involved. In an April 20th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered an overview of the Act, and its primary sources of relief aimed at helping individuals and businesses affected by the coronavirus.

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Anastasia Wiese Comments in GRBJ on Current Market News and Volatility

In her March 18 Grand Rapids Business Journal Banking & Finance commentary, Anastasia Wiese, JD, CFP® helped readers put the current elevated levels of market volatility in proper context. “While the desire to pull money out of the U.S. markets and sit in cash is a natural emotional response, now is not the time to panic,” writes Anastasia. “Times like this reinforce the importance of having a well-diversified portfolio among global stock and bonds.”

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Anastasia Wiese Comments on the SECURE Act and Retirement Planning in Recent GRBJ Article

How does the SECURE Act, passed at year-end 2019, help people better prepare for today’s retirement realities? In a February 2020 Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® weighed in on how the newly enacted legislation can enhance retirement planning for employers and employees alike.

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