Thought Leadership Home Page

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.

[read more]

It’s Never Too Early to Start Planning

Steve Starnes shares in the first podcast episode of This Day & Age, tips, and tools you need to set yourself up for success in the later stages of life. The episode explores why having a plan in place is so important and how to get started.

[read more]

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.

[read more]
PHONE: 616-451-4228
TOLL-FREE: 877-451-4228