Anastasia Wiese Comments on the SECURE Act and Retirement Planning in Recent GRBJ Article

How does the SECURE Act, passed at year-end 2019, help people better prepare for today’s retirement realities? In a February 2020 Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® weighed in on how the newly enacted legislation can enhance retirement planning for employers and employees alike.

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Anastasia Wiese Offers 15 “Recession-Proofing” Financial Tips in Recent GRBJ Article

We cannot know how long, or how severely current market volatility will impact our investment portfolios. Either way, there are a number of sensible steps you can take before, or even during a recession that can add real value to your financial well-being. In a March 3rd Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered 15 such timeless tips for preserving, protecting, preparing, simplifying and understanding your financial worth.

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Steve Starnes Writes in the GRBJ About What To Expect from the SECURE Act

After the Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted during a busy 2019 holiday season, investors may have been left wondering how the new law impacts their financial plans. In a January 2020 Grand Rapids Business Journal piece, Steve Starnes, MBA, CFP® covers some of the most significant changes to expect.

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Grand Wealth Management Celebrates 15 Years … and Counting

Happy birthday to us! In November 2019, Grand Wealth Management celebrated our 15th anniversary with clients and colleagues at our new Bridgewater office space. This space reflects the distinct vision Jeff Williams had for GWM when he founded it in

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Celebrating Grand Wealth Management’s New Bridgewater Place Office Space

You may not associate windows, walls, and phone systems with a cause for celebration. However, after outgrowing our prior suite, Grand Wealth Management is delighted to settle into our new office space at Bridgewater Place. The Grand Rapids Business Journal

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“West Michigan Woman” Features Anastasia Wiese’s 2020 Financial Insights

What does 2020 have in store for investors in general, and influential West Michigan women in particular? Anastasia Wiese, JD, CFP® shared her insights in the December 2019 issue of “West Michigan Woman.” Describing potential challenges and opportunities for the year ahead, Anastasia said, “While no one has a crystal ball to help predict the future, understanding where we are now helps to bring comfort on what to expect moving forward.”

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Anastasia Wiese Helps Investors Spot Good Advice in a Recent GRBJ Article

These days, investors deserve a lot more from a financial advisor than simply a set-and-forget investment line-up. But how do you differentiate good advice from a sales pitch in disguise? In her November 30th Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® offers five qualities to seek in a financial advisor relationship.

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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.

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Anastasia Wiese Discusses How Asset Location is Important to Portfolio Growth in a Recent GRBJ Article

Looking to Lower Your Taxes? Learn About Asset Location from Anastasia Wiese

Most investors already know: You only get to keep your after-tax investment returns. Far fewer investors know about asset location, an important technique for investing as tax-efficiently as possible. In an August 31 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® explained how asset location helps minimize the impact taxes have on your investment portfolio.

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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.

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