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Grand Wealth in the News

Grand Rapids Business Journal: Steve Starnes on Money & Memory Loss During the Holidays

As a traditional time for family gatherings, the holidays also can be a good time to hold meaningful conversations about helping out (or being helped by) loved ones – especially if a family member is experiencing memory loss or other signs of dementia. In a GRBJ November 2018 article, Steve Starnes, CFP® offers practical advice on how families can approach care-giving conversations, while remaining sensitive to the delicate challenges involved.

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Grand Rapids Business Journal: Steve Starnes CFP® Authors a Financial Planning Article for Widows/Widowers

In an August 29 GRBJ article, Steve Starnes CFP® offered a number of insights into the financial dilemmas faced by those who have been recently widowed. While you’re grieving, it can be difficult to make decisions about a barrage of seemingly critical questions. “Not so fast,” advises Steve, as he covers the financial activities that can, and probably should, be put on hold.

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Grand Rapids Business Journal: Ellie Winter Offers Tax-Efficient Charitable Giving Advice

The GRBJ reached out to Ellie Winter, CFP® in October to discuss how the new 2017 tax law impacts taxpayers’ charitable giving strategies. Ellie, along with Shaun Shira of the Grand Rapids Community Foundation, offers ideas on how to continue giving tax-efficiently to your charities of choice.

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Steve Starnes, CFP® Co-authors a September 2018 Cover Story for the Journal of Financial Planning

Even seasoned financial advisors may have questions about how to best assist aging clients, especially if those clients need long-term services and support (LTSS) due to a decline in cognitive or physical health. Our own Steve Starnes, CFP® co-authored a September 2018 cover story on the subject for the Financial Planning Association’s Journal of Financial Planning. Advisors and families alike should find the article of interest.

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Grand Wealth Management News: Ellie’s Retirement!

Last spring, Ellie Winter reached a difficult, but important decision: Effective December 31, 2018, she will retire from Grand Wealth, to begin a new phase in her life. While we’ll sorely miss Ellie’s good company, we’re confident our business is ready for the change, thanks to the infrastructure we’ve built over the years.

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Getting to Know Anastasia Wiese, JD, CFP®

We’ve known financial advisor Anastasia Wiese for years, as our paths kept crossing at financial forums in and around Michigan. After a while, we agreed it made sense to combine Anastasia’s legal and financial background with our existing strengths, serving all our clients as a unique team. You can read Anastasia’s full bio on our website, but today we share a more personal introduction.

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Welcome, Client Service Administrator Angela Ejsmont

Angela Ejsmont is someone who enjoys being that team member everyone counts on to “get things done.” Fortunately, that’s just what we were seeking for our team when we asked Angela to join Grand Wealth in August.

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In Good “Corp!” Company

While our steadfast focus is on serving clients’ highest financial interests, we were honored to be included in Corp! Magazine’s 2018 Economic Bright Spots as a firm dedicated to “thrive with economic growth, expansion and hiring Michigan’s brightest talent.”

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Welcome Back, Janelle Anderson

There comes a time in any thriving business when a dedicated office manager becomes an essential ingredient for future growth. Fortunately, when that day arrived here at Grand Wealth Management, we did not have to search very far to find a perfict fit for the role.

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Getting to Know Stephanie Mushna, CFP®

If you’ve visited our offices lately, you may already have had the pleasure of meeting our new Associate Financial Advisor Stephanie Mushna, CFP®. If not, you’re in for a treat. Today, we are delighted to introduce Stephanie to you electronically. Read on, and please join us in welcoming Stephanie to Grand Wealth Management.

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