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  • How a Tax Advisor Can Perfect Your Financi...(01:43)
  • Karen Cady, Partner with Plante Moran’s Wealth Management tax team, discusses how including your tax advisor in your financial planning process can be...
  • Date: May 21, 2015
  • Source: MonkeySee.com - Business
  • 3 Most Common Estate Trustees(02:04)
  • Gary Johnson, President of Plante Moran Trust, discusses the pros and cons of the top 3 most common estate trustees.
  • Date: May 21, 2015
  • Source: MonkeySee.com - Business
  • Incorporating Charitable Giving in Your Es...(02:06)
  • Dawn Jinsky, Partner at Plante Moran Wealth Management, discusses some questions to consider when making charitable donations part of your estate plan...
  • Date: May 21, 2015
  • Source: MonkeySee.com - Business
  • How to Choose the Best Financial Advisor(02:02)
  • John Lesser, President of Plante Moran Financial Advisors, discusses what to consider when choosing a financial advisor.
  • Date: May 21, 2015
  • Source: MonkeySee.com - Business
  • Giving to Disaster Relief(03:03)
  • Lindsey Struck from Charity Navigator shares tips on how to make sure your donation contributes the most toward disaster relief.
  • Date: May 21, 2015
  • Source: MonkeySee.com - Business
  • How a Donor-Advised Fund Works(02:28)
  • Eileen Heisman, President and CEO of National Philanthropic Trust, explains how a donor-advised fund works.
  • Date: May 17, 2015
  • Source: MonkeySee.com - Business
  • What Is a Donor-Advised Fund?(02:06)
  • Eileen Heisman, President & CEO of National Philanthropic Trust, explains what a donor-advised fund is and how they can be beneficial.
  • Date: May 17, 2015
  • Source: MonkeySee.com - Business
  • Tampa's Best Restaurant(02:25)
  • Find out what's on the menu at Tampa's best restaurant, the Ulele, which serves authentic Floridian cuisine.
  • Date: May 14, 2015
  • Source: MonkeySee.com - Business
  • 3 Most Common Estate Trustees(02:04)
  • Gary Johnson, President of Plante Moran Trust, discusses the pros and cons of the top 3 most common estate trustees.
  • Date: April 08, 2015
  • Source: MonkeySee.com - Business
  • The Benefits and Pitfalls of Healthcare St...(01:39)
  • Ron DeLegge, Founder of ETFguide, explains how healthcare stocks are faring in the economy and what factors affect their performance.
  • Date: November 26, 2014
  • Source: MonkeySee.com - Business
  • Investing In Commodities(01:32)
  • Ron DeLegge, Founder of ETFguide, explains how investing in materials is a way to include commodities in your portfolio.
  • Date: November 23, 2014
  • Source: MonkeySee.com - Business

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