Don’t fall into the trap of “I won’t be happy unless I get ____”. Putting conditions for your own happiness will only set you up for disappointment, discontentment, and unhappiness. pulse.ly/5domwzy8l3

Happy Friday! Kicking off the month of September with big smiles at the office. Wishing everyone a wonderful Labor Day weekend!

An incredible guest with an inspiring story and great entrepreneurial insights, the latest episode of Day in a Canoe is now live with serial entrepreneur Chris Hessler! planningalt.com/2023/09/day-in…

Save or spend? We’ve seen many disciplined savers throughout the years who struggle with what to do when they have an “extravagant” purchase on their mind. hubs.ly/Q0216yXH0

Delvis Laboy is the first face you will see when walking into our Birmingham office as our Director of First Impressions. Make sure to stop by and say hello next time you give us a visit!

Our team had a lovely dinner outing at 220 Merrill this week! We enjoy having our remote team members come to Birmingham to visit in person every few months to say hello. Great food, massive desserts and lots of laughs!

Join Toni Haber and Nathan Mersereau tomorrow, September 26, at 6pm ET for a continued conversation around the Great Wealth Transfer and family wealth planning. The webinar will be centered around facilitating a family meeting! us06web.zoom.us/webinar/regist…

It may seem early, but as we get close to year-end, tax season is already on the brain. With such huge spikes in cyber-crime in the last few years, here are a few tips on how to protect your personal information at tax time. hubs.ly/Q024bNqL0

An incredible evening at Artis—Naples with clients, friends and family! We were proud to host an evening at the Baker Museum with special guest Breck Kling of HeatherJamesFineArt sharing his insight into the world of art acquisition. Thank you to everyone who joined us!

New team member alert! Meet Sierra Ford, our new Associate Advisor. Sierra comes to Planning Alternatives with over five years of experience in the financial services industry and a wealth of knowledge in working with clients and advisors. Welcome Sierra!

Coming to you live from our new office in Jackson Hole, WY, Nathan Mersereau is joined by fine art consultant Breck Kling for the latest episode of Day in a Canoe! They discuss art as an asset, how Breck got into the world of art and more. planningalt.com/2023/11/day-in…

Happy Thanksgiving! From all of us at Planning Alternatives, we wish you and your loved ones a wonderful holiday filled with good food and even better company.

What is going on in the world of real estate? Nathan Mersereau sits down with Chief Real Estate Strategist for Compass, Mark A McLaughlin in the latest episode of Day in a Canoe to discuss all the recent buzz around the industry. planningalt.com/2023/11/day-in…

This year, one of our goals has been to bring transparent family wealth planning conversations to the forefront of our conversations. As we head into 2024, we hope you continue to have open and honest family wealth conversations. hubs.ly/Q02cR4Z40

Happy New Year! We are excited to see what is to come in 2024 for our team along with our clients, friends and family. We hope you all have a wonderful start to the new year!

Please join us, this is a timely discussion!

As interest rates continue to raise, bonds have been caught in the crossfire. How, historically, have bonds performed in recent years? What should you know as you head into 2024? hubs.ly/Q02gYrcP0

Will it be possible to buy a house in 2024? Nathan Mersereau, shares his insight with Rod Meloni, on the hot topic of home ownership in 2024. clickondetroit.com/money/2023/12/…

Happy International Women’s Day! Our firm is fortunate to have many hardworking, innovative, intelligent, and kind women who are willing to go the extra mile for their colleagues, clients, families, and communities.

The election is heating up as state primaries begin to take place. During our annual Outlook event, Matt Gertken shared his perspective on the 2024 election season and what may be in store this year. hubs.ly/Q02nDC6d0