Not too long ago, retirement planning was built on the concept of a three-legged stool. One, a pension, negotiated by you and promised by your employer. Two, your own investments, […]
Money Series Video Replay | Estate Planning
Watch Diane Kuhn Huff of Stephen & Anderson PLC present for the Front Street Foundation’s Money Series on estate planning, maintaining choices as you age. Money Series Schedule
Planning Starts with a Conversation
A client of mine, but more importantly a family friend of four decades, recently passed away. As I sat down with her loved ones, I immediately recognized the gift she […]
Money Series Video Replay | Year-End Tips
Watch Greg Luyt of Bowerman, Bowden, Ford, Clulo & Luyt, P.C. along with Jason P. Tank, investment adviser, present for the Front Street Foundation’s Money Series on year-end tips for […]
Tips for Year-End Planning
While the end of the year is admittedly busy, I feel compelled to add to your to-do list! I was recently reminded of a clever habit of one of my […]
Money Series Video Replay | Legacy Giving
Watch Phil Ellis, Ph.D. of the Grand Traverse Regional Community Foundation present for the Front Street Foundation’s Money Series on the power of Legacy Giving, where you will learn how […]
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