Main Menu
  • About Us
  • Team

      Steven Adams

      Nick Baldwin

      Joelle Bartynski

      Bill Beaird

      mike dreyer headshot

      Michael Dreyer

      Lauren Golba

      Matthew Golba, AAMS®

      Marc Ruemmler

      Shaun Smyth CFA

      Jessica Jackson headshot

      Jessica Vereecke

      Norah Stoykovich

  • Services

      Financial Planning

      Investment Management

      Insurance

      Retirement Planning

      College and Education Savings Plans

      Business Retirement Plans

      Charitable Gifting Strategies

      Health Insurance

  • Insights
      • Blog

      5 Estate Planning Considerations

      January 7, 2025
      • View More
      • Videos
      holding stack of one hundred dollar bills

      Stay on top of your financial life

      • View More
  • Locations

      Alpena

      • 1400 US Hwy 23 S.
        Alpena, MI 49707
      • Office: 989.984-6408
      • Fax:: 231.943-1247
      Holland Office Front

      Holland

      • 246 S. River Ave. Ste 110A
        Holland, MI 49423
      • Office: 616.848.7644
      • Fax: 616.438.9980
      Milford Office Front

      Milford

      • 1550 N. Milford Rd. Ste 101
        Milford, MI 48381
      • Office: 248.529.6288
      • Fax: 248.529.6323
      Sandusky Office Front

      Sandusky

      • 52 S. Elk St. Suite 2
        PO BOX 184
        Sandusky, MI 48471
      • Office: 810.837.3751
      • Fax: 231.943.1247

      Traverse City

      • 134 W. State St. Ste 200
        Traverse City, MI 49684
      • Office: 231.668.6999
      • Fax: 231.943.1247
  • Account Access
      Login
      Login
Contact An Advisor
Contact An Advisor

Everything You Need to Know About Roth IRAs

finance meeting

Here at Stonepath Wealth Management, we’ve long espoused the value of Roth IRAs—and thanks to the recent tax reform bill, they’re arguably as useful now

Interest Rates are Rising. What Does That Mean for Investors?

stock exchange

As any investor knows, the financial markets are always fluctuating—and so are interest rates. Right now, we’re in a period where interest rates are rising—and

Does Your Retirement Plan Cover Everything?

woman bookkeeping

Nobody wants to reach retirement and find that they have underprepared. Of course, the best way to prevent against this fate is by starting the

The Financial To-Dos of Having a Baby

baby holding parents finger

Having a baby and growing your family is a very exciting time for any new parent or parent-to-be—and there are some pretty significant things to

What are the Best Charitable Gifting Strategies?

you can make a difference - donate graphic

Financial planning isn’t only about providing a future for yourself and for your family. It’s also about doing the things you’re passionate about, and taking

Weighing the Benefits of a 529 College Savings Plan

graduates

Parents of young children face a daunting prospect: Setting aside a college savings account for their kids, despite a daily onslaught of headlines about the

5 Money Mistakes That Can Jeopardize Your Retirement

man with face in palms

Retirement is no time to make careless financial errors. Hopefully, you have a retirement plan, a retirement budget, and retirement savings that allow you a

What to Ask When You First Meet with Your Advisor

hand shake

Ideally, the relationship you have with your financial advisor is not one-sided. You want to take advantage of the advisor’s experience and expertise, of course,

What are the Biggest Estate Planning Errors?

hand holding piece of paper with red x on it

Like most things in life, estate planning is something you’re just sort of thrown into, often without the level of preparation you might like. The

← Previous
Next →

Get In Touch

We are here to help you with all your financial planning needs. Send us a message and we will connect with you shortly.

This field is for validation purposes and should be left unchanged.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Who We Are

Main Menu
  • Home
  • About Us
  • Our Team
  • Insights

What We Do

Main Menu
  • Our Services
  • Investment Management
  • Financial Planning
  • Find an Advisor

information

Main Menu
  • Contact Us
  • Offices
  • Disclosures
  • FORM CRS

Blog insights

5 Estate Planning Considerations

Don’t Let Comfort Cost You: Status Quo Bias

What’s Your Financial “Why” for the New Year?

The Real Answer to Your Financial Questions: It Depends

Account Access
Subscribe to Email
stonepath wealth management white logo

SPWM Advisors LLC (“Stonepath Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stonepath Wealth Management and its representatives are properly licensed or exempt from licensure. 

Blog content provided exclusively by Oechsli Institute.

Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestors are affiliates of or affiliated with Stonepath Wealth Management.  Stonepath Wealth Management does not provide tax or legal advice. 

  • 2026
  • Stonepath Wealth Management
  • All Rights Are Reserved
  • Built with Oechsli
stonepath wealth management color logo
  • About Us
  • Team
  • Services
  • Insights
    • Blog
    • Videos
  • Locations
  • Account Access
  • Contact