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.

[read more]

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.

[read more]

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.

[read more]

Congrats to the Award Winner: “Rethinking Dementia”

As a founding sponsor of Rethinking Dementia: Accelerating Change,” Grand Wealth couldn’t be more proud of the group’s recognition as WOOD TV8’s 2018 “Connecting with Community” award winner.

[read more]

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.”

[read more]

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.

[read more]

A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to resuscitate the economy with a big booster shot of lending, borrowing and spending dollars.

[read more]

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. We give because it elevates us too. Good giving feels great – for donor and recipient alike.

[read more]

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.

[read more]

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.

[read more]