Topic
Thought Leadership Home Page

Steve Starnes Advises Advisors on Helping Clients With Diminishing Mental Capacity

Studies have suggested, financial capacity often declines with age, even as confidence in our financial decision-making tends to increase. That’s a dangerous combination, especially if clinical dementia is diagnosed. In a recent Nerd’s Eye View guest post, Steve Starnes, MBA, CFP® describes the role financial advisors can play in protecting and guiding individuals and families as they manage cognitive decline.

[read more]

Anastasia Wiese Shares 3 Free Money Management Tools on WZZM-TV’s “13 on Your Side”

Anastasia Wiese Shares 3 Free Money Management Tools on WZZM-TV’s “13 on Your Side”
With the theme, you’re never too young or too old to discover new ways to manage your money, WZZM-TV’s “13 on Your Side” host Sarah Makuta invited Anastasia Wiese, JD, CFP® to share three free tools people can use to plan for their financial independence. Read on, to discover Anastasia’s top picks for all the stages of your financial journey.

[read more]

The New York Times Quotes Steve Starnes on a Growing Challenge: Retirees Caring for Their Aging Parents

Financial planning is challenging enough during your working years. The choices can be heartbreaking when you’re in or near retirement, and an aging parent needs your help. The New York Times interviewed our Senior Financial Advisor, Steve Starnes, MBA, CFP® for this June 2019 report on the financial and emotional tolls taken by 70-year-old “children” who find themselves caring for their 90-year-old parents.

[read more]

Grand Rapids Business Journal Features “Influential Woman” Anastasia Wiese

Financial advisor Anastasia Wiese, JD, CFP® is already a familiar face at GWM, but now she’s also more familiar to the wider community. As part of its ongoing “Influential Women” series, the GRBJ interviewed Anastasia in an April 30th Q&A. Covering insights from wise to whimsical, Anastasia shared interesting tidbits about herself, her family and her career – including how she negotiated for gas money as a teenager.

[read more]

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.

[read more]