Straight Path Wealth Management

10/16/2026

Charitable giving is often about supporting the causes that matter most to you, but the way you give can also have an impact on your taxes.

New rules taking effect in 2026 change how charitable deductions work for both standard and itemized filers. In our latest blog, we break down what’s changing and explore strategies like donor-advised funds and qualified charitable distributions that may help you give more strategically.

Read the full article below.

New charitable giving rules taking effect in 2026 could change how your donations impact your taxes. Learn what the new deductions, contribution limits, and planning strategies may mean for your year-end giving.

09/22/2026

We recently celebrated reaching an exciting team milestone with a well-deserved day together! 🎉

The day started with manicures and pedicures for the ladies and a round of golf for the guys before everyone met up in downtown Holland for lunch. We wrapped up the celebration at New Holland Brewing with a hands-on cocktail-making class featuring one of their signature fall drinks. 🍂🍸

Days like this remind us that every milestone we reach is truly a team effort. We’re incredibly grateful for the people behind Straight Path and the way our team continues to work together, support our clients, and move toward our goals as a firm.

We couldn’t ask for a better group to celebrate with, and we’re excited for what’s ahead!

09/09/2026

Your final working years can come with planning opportunities that may change or disappear once you retire.

Employer matches, HSAs, PTO, bonuses, health insurance, and even the date you choose to retire can all play a role in your transition into retirement.

In our latest video, we break down how to make the most of these final working years and why thoughtful planning now can create more flexibility as retirement gets closer.

Watch the full video below!

If retirement is approaching, your final working years can create v...

08/10/2026

Technology has made managing your financial life more convenient, but it has also created new opportunities for increasingly convincing fraud.

Our latest blog explores how AI is changing the way scams appear, common warning signs to watch for, and practical steps that can help protect your accounts, identity, and personal information.

At Straight Path Wealth Management, protecting your financial life is an important part of the planning process. Learn more about the safeguards you can put in place and how they fit into a coordinated retirement plan.

Read the full blog by clicking the link below!

AI scams and cyber fraud are becoming more convincing, putting retirees and their savings at greater risk. Learn how to protect your wealth, retirement accounts, identity, and personal information with credit freezes, multi-factor authentication, account alerts, verification steps, a family fraud-pr...

07/15/2026

🎉 Congratulations to Thomas Proos, CPWA® on celebrating 6 years with Straight Path Wealth Management!

As a Certified Private Wealth Advisor®, Tom brings a holistic perspective to financial planning, helping clients navigate every stage of wealth—from accumulation and preservation to distribution. With more than 30 years of experience in the financial services industry, his knowledge and insight make a meaningful difference for the clients he serves while also making him a trusted resource and mentor to our team.

Thank you, Tom, for the experience, professionalism, and genuine care you bring to Straight Path each day. We’re grateful to have you on our team and proud to celebrate this milestone with you!

07/07/2026

Retiring in the next 7 years?

This is the stage where the questions start to change.

It’s no longer simply, “How do I keep growing my money?” It becomes, “How do I turn what I’ve saved into income and protect my lifestyle if markets are down?”

In our latest video, we’re breaking down what we refer to as the retirement “risk zone” and why the years leading up to retirement can be so important for your portfolio, income strategy, taxes, and long-term confidence.

Watch the full video below!

If you’re retiring within 7 years, you may be entering one of the m...

06/19/2026

Bring Your Kid to Work Day is always one of our favorite traditions!

We spent the afternoon outside playing yard games, soccer, Connect Four, co****le, and one very competitive group game of tag. Then we headed inside for a story time with Matt reading Save It!- a fun book about saving, spending, and choosing what matters most.

We ended the day the best way we know how: walking together for ice cream. Such a fun day making memories with our Straight Path families! 💙

06/09/2026

Introducing our Wealth Advisor Intern, Ashton Anderson, who joined Straight Path Wealth Management in May 🎉

Ashton is currently a senior at the University of Wisconsin–Madison pursuing a degree in Financial Planning with minors in Entrepreneurship and Business. During his internship, he is supporting our advisors and gaining hands-on experience through a variety of financial planning and client service projects.

We’re excited to have Ashton learning alongside our team this summer and look forward to being part of his journey as he works toward a career in financial planning and his CFP® designation!

06/08/2026

Many people assume Social Security benefits are based solely on their own work history. In reality, your spouse, ex-spouse, or even a deceased spouse may have a significant impact on the benefits you're eligible to receive.

In our latest blog, we cover:
✅ How spousal benefits are calculated
✅ Social Security after divorce
✅ Widow and survivor benefit rules
✅ Common filing mistakes to avoid
✅ Planning opportunities to help maximize retirement income

Read the full article below!

Your Social Security benefit may depend on more than just your own earnings record. Whether you're married, divorced, widowed, or planning for retirement with a spouse, understanding the rules can have a significant impact on your lifetime retirement income. Explore how spousal, divorced spouse, and...

05/12/2026

This week, we’re recognizing a few important work anniversaries across our team at Straight Path.

• Jaycob Keuning, CFP® – 7 years
• Madelyn Rozeboom, CFP® – 5 years
• Caitlin Seaver – 3 years
• Sam Genzink – 2 years

We’re grateful for the dedication, consistency, and care each of you brings to your role every day. The experience we create for our clients is shaped by the people behind it, and we truly appreciate the impact each of you makes on our team, our firm, and the families we serve. Thank you for all that you do.