Wealth Management Archives - Page 26 of 28 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • How to Avoid and Correct Common Payroll Tax MistakesOCTOBER 19th, 2026
  • A Small Business Primer on Expense DeductionsOCTOBER 16th, 2026
  • AI and Emerging Technology: A Practical Guide for Nonprofits OCTOBER 16th, 2026
  • Build Credibility with Audited Financial StatementsOCTOBER 15th, 2026
  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest PolicyOCTOBER 14th, 2026
  • Maner Costerisan Strengthens Grand Rapids Presence with New OfficeOCTOBER 13th, 2026
  • Assessing Your Business’s Fraud RisksOCTOBER 13th, 2026
  • Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to KnowOCTOBER 13th, 2026
  • Three Key Questions to Start a Successful Cannabis Succession Plan

    Three Key Questions to Start a Successful Cannabis Succession Plan

    June 9th, 2021
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    SERVICE: Wealth Management
    INDUSTRY: Cannabis

    Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis…

    Read More


  • Financial Literacy for the Rising Generation and Beyond

    Financial Literacy for the Rising Generation and Beyond

    May 13th, 2021
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member…

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  • Strengthening Women’s Financial Wellness in the Wake of the Pandemic

    Strengthening Women’s Financial Wellness in the Wake of the Pandemic

    April 13th, 2021
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    SERVICES: Consulting | Wealth Management

    While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been especially acute for women. In addition to the disproportionate number of women who were furloughed…

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  • The Benefits of a Backdoor Roth IRA

    The Benefits of a Backdoor Roth IRA

    March 9th, 2021
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    SERVICE: Wealth Management
    INDUSTRIES: Healthcare | High Net Worth
    BY: Jessica Fleet

    An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement…

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  • Retiring Soon? Recent Law Changes May Have an Impact on Your Retirement Savings

    Retiring Soon? Recent Law Changes May Have an Impact on Your Retirement Savings

    March 5th, 2021
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently…

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