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Planning Alternatives

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Planning Alternatives

Planning Alternatives serves as a fiduciary financial advisor – looking out for clients’ best interest with skill, care and passion.

03/17/2025

The Great Wealth Transfer: Preparing the Next Generation

An estimated $84.4 trillion in family wealth will change hands by 2045. Yet, studies show that most of these legacies won’t last beyond one generation. Why?

A lack of communication and financial education.

Each generation views money differently, and without open discussions, heirs may be unprepared to manage inherited wealth. Many turn to social media for financial advice, where misinformation is widespread.

Learn how to navigate this transition wisely: https://planningalt.com/insights/great-wealth-transfer

03/13/2025

Family Wealth Planning: Transparent Conversations Are Key

Building wealth is one thing—preserving it across generations requires careful planning and open conversations. Without transparency, even the best-designed financial strategies can fall short.

A well-structured plan isn’t just about numbers—it’s about aligning family values and financial goals to create a lasting legacy.

Learn how to start the conversation today: https://planningalt.com/insights/family-wealth-planning-transparent-conversations-are-key

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03/11/2025

True wealth goes beyond financial success — it’s about freedom and choice.

Audrey Hall, Owner of Audrey Hall Photography, shared her perspective on wealth as the ability to care for yourself, spend time with loved ones, and pursue personal passions. Her insights highlight the importance of designing a life that aligns with what truly matters.

Discover more by clicking the link below: https://planningalt.com/insights/mastering-fine-art-and-commercial-photography-with-audrey-hall

03/07/2025

What does it take to turn creativity into a fulfilling career?

Audrey Hall, Owner of Audrey Hall Photography, joins us on the latest episode of “Day in a Canoe.” She shares her journey of blending fine art and luxury architectural photography, balancing creative expression with financial stability, and finding purpose through her work.
Click the link to hear Audrey's story: https://planningalt.com/insights/mastering-fine-art-and-commercial-photography-with-audrey-hall

03/05/2025

🌟 Are you living your best life? 🌟

True wealth is about more than money—it's about energy, vitality, and thriving in every area of life. Take the Your True Wealth Assessment to uncover where you're excelling and where you can grow.

⏳ Just 10–15 minutes to start your journey to balance and fulfillment.

🔗 Start now: https://planning-alternatives.involve.me/true-wealth-assessment-test

02/27/2025

Could a Health Savings Account (HSA) fit into your financial journey?

💡Here are some potential benefits of using an HSA account:

➊ Pre-Tax Contributions: Reduce your taxable income.
➋ Tax-Free Growth: Let your funds grow through interest or investments.
➌ Tax-Free Withdrawals: Use for qualified medical expenses without penalties.

◙ Bonus: After age 65, your HSA can function like a retirement account, offering flexibility for non-medical expenses. Whether you’re managing healthcare costs now or saving for the future, an HSA offers options worth considering.

02/24/2025

True craftsmanship begins with a vision and the dedication to bring it to life.

Chrissy Glenn shares how her passion for metalwork drives her to create each piece by hand, using vintage anvils and time-honored techniques. Her story reflects the artistry and persistence required to turn raw materials into something extraordinary.

Click the link to learn more: https://planningalt.com/insights/crafting-artful-stories-in-metal-with-chrissy-glenn

02/21/2025

Metal isn’t just a medium — it’s a reflection of resilience, passion, and creativity.

In this episode of “Day in a Canoe,” Chrissy Glenn shares how her love for nature and a journey of reinvention shaped her career as a metal artist. From weaving sterling belts to creating sculptural masterpieces, her story is about persistence and following what you love.

Click the link to hear her inspiring journey:
https://planningalt.com/insights/crafting-artful-stories-in-metal-with-chrissy-glenn

02/19/2025

💡 Ready to unlock your True Wealth? 💡

Discover what it truly means to thrive in all areas of your life. At Planning Alternatives, we believe wealth goes beyond finances—it’s about energy, vitality, and living your best life.

Take our quick 10–15 minute assessment to uncover where you're thriving and where you can grow. Let’s start your journey toward balance and fulfillment.

🔗 Click the link to begin: https://planningalt.com/your-true-wealth-assessment?hs_preview=brmlzVWB-184948888352

02/14/2025

Insights from Outlook 2025 – Blue Zone Solutions for a Longer Life

We gained incredible insights on happiness and longevity from Blue Zones founder Dan Buettner at Outlook 2025. From the impact of vertical villages to the role of religion, the patterns of Blue Zones offer real-world lessons on how we can all live longer, healthier lives.

Attendees joined us in person at four locations and virtually across the country for this engaging discussion and Q&A with Planning Alternatives CEO, Nathan Mersereau.

Curious about our audience’s most-asked question? Here’s a hint: It’s often red, and centenarians drink it for breakfast. 🍷

📺 Catch the full event archive now:
https://planningalt.com/insights/event-archive-outlook-2025

02/13/2025

Outlook 2025 Recap: A Conversation on Wealth, Longevity, and Purpose

What an inspiring event! This year’s Outlook 2025 challenged us to rethink wealth beyond numbers. With Dan Buettner leading the conversation, we explored the secrets of the Blue Zones—where people live longer, happier lives through purpose, connection, and well-being.

Thank you to everyone who joined us for this incredible experience. Let’s carry these insights forward!

02/10/2025

Financial Independence: What Does It Mean for You?

Financial independence isn’t just about numbers—it’s about choices, security, and the freedom to live on your own terms.

At Planning Alternatives, we take a personal approach to wealth planning, helping you define and achieve your version of financial independence.

Let’s start the conversation here: https://planningalt.com/insights/financial-independence

Address

255 South Old Woodward, Suite 310
Birmingham, MI
48009

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12486451520

Website

http://planningalt.com/

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