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Thought Leadership Home Page

Jeff Williams Commentates on Taking His First Sabbatical

One value that we try to instill at Grand Wealth is the importance of cross training and empowering our team to step into leadership when the opportunity arrives. This year we added a new benefit and created a sabbatical policy. With

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Grand Wealth Implements New Sabbatical Benefit

One of the many values I hope to instill into our team at Grand Wealth is the importance of intentionally empowering everyone to step into leadership when the moment arrives. To grow as a company and deliver on our mission to help clients achieve more for themselves, their families, and their communities, all of us must be prepared for any situation to ensure our clients’ success. At the end of the day, our clients can count on any member of our team to understand their needs and step up to guide them.

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Grand Rapids Magazine Interviews Steve Starnes on Shifting Retirement Expectations

“Retirement is changing.” So begins a recent Grand Rapids Magazine Look+Feel column, “A Shift in Retirement.” As retirees are living longer with less access to traditional pension plans, Steve Starnes, MBA, CFP® notes that financial planning plays an even more important role in the ability to retire as we desire. Plus, there’s lifestyle planning. “Not doing anything [in retirement] is hard for a lot of people,” says Steve, “whether they need the money or not.”

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