Topic
Retirement

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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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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Forbes Column: Stephanie Mushna, CFP® Weighs in on Saving for Retirement (at Any Age)

Having just joined GWM earlier this year, Stephanie Mushna is already helping us reach out nationally to those seeking solid financial planning. In February, she was tapped by Forbes columnist Kate Ashford to comment on helping people save for retirement. Check out this piece; it’s chock full of practical ideas.

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Journal of Financial Planning: Steve Starnes Advises Other Advisors on Long-Term Care

Besides advising individuals and families, Steve Starnes, MBA, CFP® also enjoys collaborating with other financial professionals to help families plan for and fund long-term service and support costs. The Journal of Financial Planning recently published a pair of thought-provoking pieces by Steve Starnes and co-author Tom West. They’re written with the professional advisor community in mind, and we think you’ll find them of interest as well!

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Ten Financial Best Practices to Jump-Start Your New Year

One of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts.

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Healthier Saving with a Health Savings Account

Imagine a savings account where your deposits are tax-deductible, your dollars grow tax-free, and they can be withdrawn tax-free.

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Consider Exchanging Your High-Cost Variable Annuity for a Lower-Cost Option

At Grand Wealth Management, we often come upon investors who have purchased variable annuities as part of their investment portfolio. Among the first issues we raise with such investors is this: Are you paying too much in annuity fees, and

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Retirement Planning Revisited

We’ve written before about the importance of planning for your retirement. But now is an especially critical time to reevaluate your retirement goals, given changes brought about by health care reform, the ongoing debate over changes to Medicare and Social

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