Wealth Management Archives - Page 2 of 27 - Maner Costerisan
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Recent Posts

  • A Closer Look at Shareholder AdvancesAUGUST 26th, 2026
  • Let’s Trade! Business Bartering is Still TaxableAUGUST 24th, 2026
  • It’s Time to Start Preparing Your Nonprofit’s Annual ReportAUGUST 21st, 2026
  • Why Profitable Businesses Still Run into Cash Flow ProblemsAUGUST 20th, 2026
  • Accounting Teams Need More Than Number SkillsAUGUST 19th, 2026
  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • Maner Wealth Named to National Wealth Magnets List for Third Consecutive Year 

    Maner Wealth Named to National Wealth Magnets List for Third Consecutive Year 

    June 22nd, 2026 | Wealth Management
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    Maner Wealth, the wealth management and registered investment advisory division of Maner Costerisan, has once again earned national recognition from Accounting Today with its inclusion on the publication’s 2026 Wealth Magnets list. The…

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  • Should You Make After-Tax, Non-Roth 401(k) Contributions?

    Should You Make After-Tax, Non-Roth 401(k) Contributions?

    June 18th, 2026 | Consulting | Wealth Management | High Net Worth
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    If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If…

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  • Self-Employed? Don’t Overlook a Roth IRA

    Self-Employed? Don’t Overlook a Roth IRA

    June 9th, 2026 | Tax | Wealth Management | Cannabis | Construction | Manufacturing | Small & Midsize Businesses | Telecommunications
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    Some small business owners overlook Roth IRAs because they assume their income is too high for them to qualify to make Roth contributions. Others may think their current tax rate…

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  • Reviewing the April 2026 Markets

    Reviewing the April 2026 Markets

    May 26th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Market Gains, Oil Pains Geopolitical tensions between the United States and Iran escalated sharply in April, triggering one of the largest global energy supply shocks in modern history. The disruption…

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  • Fine-Tune Your Tax Withholding After Filing Your Return

    Fine-Tune Your Tax Withholding After Filing Your Return

    May 22nd, 2026 | Tax | Wealth Management | Employee Benefit Plans | High Net Worth
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    Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too little was withheld from their…

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Suite 1, Lansing, MI 48912
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