Last December, my wife presented me with a Shinola watch for my birthday.  I wasn’t that familiar with Shinola other than knowing the company was based in Detroit.   I was initially drawn to the packaging of their product, which spoke of elegance and craftsmanship.  The handmade wooden box was adorned with an engraved metal tag…

If there’s one thing this election year should have taught us by now, it’s to expect the unexpected.  On November 8, Donald Trump again defied expectations and was elected as the next President of the United States, and he will be supported by a fully Republican-controlled Congress. Although it initially appeared that we were going…

I’m not sure how much you know about the ABLE act, but in case you didn’t read my last blog, the ABLE act allows an individual with a disability to create a savings account that can hold up to $100,000 without disrupting his or her means tested benefits (technically a Michigan ABLE account can hold…

Mark Periard and Jessica Schilling discuss the use of wills and trusts in the estate planning process.

I can feel it as if I was about to relive it.  My shoulders begin to tighten, my feet and mind move a bit faster.  I race through the parking lot to find an open spot.  I then walk quickly to grab a boarding pass, then off to security.  What am I describing? Airports.  We…

Tom Blower and Brian Balke provide insight and perspective into our holistic, client-centered approach.   [vc_video title=”” link=”https://vimeo.com/185533381″]

Isn’t it crazy how time flies? It seems as though we were just gearing up for Memorial Day weekend and heading out to Lake Michigan to soak up the summer sun. Unfortunately, the leaves are beginning to change and fall is upon us. In West Michigan, we celebrate the season of fall by enjoying Art…

Meijer Chief Financial Officer Daniel Webb has joined the board of directors for Legacy Trust and the Legacy Trust Holding Company. A CPA, Webb brings more than 25 years of experience and leadership in the financial industry to his new role with Legacy Trust, an independent, locally owned trust bank focused on wealth management.  He…

There are times through the simplest of conversations you learn things you would have no idea ever existed.  For instance, recently, I was part of a conversation about repairing socks.  I for one had never thought socks would or should be repaired or even considered doing so.  Come to find out, there was a time…

When you go to a party or an event, as soon as you walk in most of the time you will scan the room to see if you know anyone else in attendance.  Why?  Because we are all more comfortable talking to people that we already know; you know what to expect and about how…