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Jennifer Ballarin @JBmarketer

Marketing and business development fanatic. Wife. Mother. Sister. Friend. Yogi. Lover of travel, fashion, art and design. šŸ’«šŸ’—šŸ™šŸ»šŸŽ‰šŸ¾šŸ¤©

Joined June 2011
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Why wait for tomorrow when you can start improving your finances today? This article shares 9 actionable steps to help you get organized and succeed in 2025. #financialgoals #personalfinance #newyearresolutions go.pmwealthmanagement.com/3Qā€¦

Kickstart 2026: 9 financial steps for a successful year | Our Insights | Plante Moran

Are you wanting to improve your personal finances in 2026? Here are 9 steps you can take.

plantemoran.com
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Plante Moran Financial Advisors' Jaime Eckels weighed in on the importance of setting specific, manageable #financialgoals and taking small steps to achieve them with @jjsahadi. Read the full article via @CNN. #financialplanning go.pmwealthmanagement.com/42ā€¦

Making financial resolutions? Keep your list short and specific | CNN

So you want to get your financial life in order. And you swear that 2025 will be the year you do it. In fact, youā€™re making it your new yearā€™s resolution.

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Start 2025 on the right foot! Review your estate tax and wealth transfer strategies as a new administration considers tax policies in Washington. Learn more. #estateplanning #taxstrategy go.pmwealthmanagement.com/4gā€¦

2026 wealth transfer planning guide: Key strategies for families | Our Insights | Plante Moran

The One, Big, Beautiful Bill has stabilized the estate tax landscape, unlocking new opportunities for strategic wealth planning. Hereā€™s what to consider.

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Now that itā€™s a new year, itā€™s important to revisit your #financialstrategy. Our latest article offers a detailed checklist of 10 essential actions to help prepare you for the year ahead. #financialplanning #2025goals go.pmwealthmanagement.com/3Cā€¦

10 financial strategies to keep you on track in 2025 | Our Insights | Plante Moran

Start your 2025 financial planning with a full review. Hereā€™s our 10-step checklist to get started.

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Looking to gain clarity on the 2025 #investment landscape? Join our #InvestorInsights webinar on January 23 for a panel discussion on the top challenges and opportunities for #investors in the coming year and beyond. Register now. #marketoutlook go.pmwealthmanagement.com/40ā€¦
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Our team of independent financial advisors treats your goals as our own. Weā€™re dedicated to staying focused on achieving what matters to you. Find out how our holistic, independent advisors can help you. #wealthmanagement #financialplanning go.pmwealthmanagement.com/4fā€¦
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Plante Moran Wealth Management Partner Sara Montgomery shared her thoughts on how family business owners can prepare and empower the next generation when #successionplanning. Read the full article via Professional Wealth Management. pwmnet.com/succession-planniā€¦

Succession planning takes centre stage for private banks

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The biggest transfer of wealth in American history has already started. If your family is expected to benefit, ensure your #estateplan is up to date. Get started with our checklist. #wealthmanagement go.pmwealthmanagement.com/3Yā€¦

Itā€™s time to revisit your estate plan: A comprehensive guide | Our Insights | Plante Moran

Family wealth transfer on the horizon? Use this checklist to review your estate plan now.

plantemoran.com
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Download now: Family Office Answer Book: The next chapter for family office professionals. Gain expert insights, strategies, and best practices to enhance your #familyoffice. #wealthmanagement go.pmwealthmanagement.com/4hā€¦

Family Office Answer Book: The next chapter for family office professionals | Our Insights | Plante...

Be the first to receive the latest edition of the Family Office Answer Book.

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#Wealthtransfer alert! As the 2025 sunset of current federal gift and estate tax exemptions approaches, a spousal lifetime access trust could be a game-changer for your #estateplanning. Hereā€™s how. #wealthstrategy go.pmwealthmanagement.com/3Nā€¦

Use it or lose it: Consider a SLAT before the estate tax sunset | Our Insights | Plante Moran

Current gift and estate tax exemption amounts are scheduled to sunset. Hereā€™s how a spousal lifetime access trust can maximize your wealth transfer strategy.

plantemoran.com
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Stay on top of emerging and evolving trends with the Family office Answer Book: The next chapter for family office professionals. Download now! #familyoffice #wealthmanagement go.pmwealthmanagement.com/3Yā€¦

Family Office Answer Book: The next chapter for family office professionals | Our Insights | Plante...

Be the first to receive the latest edition of the Family Office Answer Book.

plantemoran.com
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Plante Moran Financial Advisors has been ranked No. 24 on the Top 100 RIA Firms by @BarronsOnline! Read more about their achievement here. #BarronsRanked #TopRIAFirms go.pmwealthmanagement.com/40ā€¦

PMFA recognized as a Top RIA Firm by Barronā€™s for 9th consecutive year | Get to Know Us | Plante...

Plante Moran Financial Advisors ranked No. 24 on Barronā€™s list of Top 100 Registered Investment Advisor Firms for 2024.

plantemoran.com
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Did you miss Plante Moran Wealth Managementā€™s ā€œElection-year wealth strategiesā€ webinar? You can now view the session on demand. Experts discussed insights regarding the future of tax policy, estate tax law, and financial planning. #webinar #election go.pmwealthmanagement.com/3Aā€¦

Learn Lead Legacy: Election-year wealth strategies

Learn Lead Legacy: Election-year wealth strategies

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The #GDP report confirmed continued economic momentum and strong consumer spending in Q3. Read more. plantemoran.com/explore-our-ā€¦
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Happy Halloween! Our team had a spook-tacular time at this yearā€™s annual Trunk-or-Treat Halloween Carnival. Hereā€™s a roundup of our most boo-tiful moments featuring our staff and their families! #HalloweenšŸŽƒšŸ‘»
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The labor #economy has cooled, butā€Æthat cooling was necessary to alleviate some of the froth in the economy and relieve one underlying source of inflationary pressure. Read more. #joblessclaims plantemoran.com/explore-our-ā€¦

U.S. jobless claims declined last week, well below the consensus forecast | Our Insights | Plante...

Jobless claims data has been volatile in recent weeks, but thereā€™s little in the data that should be cause for concern.

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The #Fed appears to be positioned to cut its benchmark policy rate for the first time in 5 years, but will the November election affect the Fedā€™s decision-making? Read here. #economy #interestrates #labormarket plantemoran.com/explore-our-ā€¦

Do politics or elections weigh on the Fedā€™s decision-making? | Our Insights | Plante Moran

Discover how the Federal Reserve has maintained disciplined monetary policy over recent decades, responding to economic conditions rather than political pressures, even during presidential election...

plantemoran.com
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Are you looking for the latest insights on the economic landscape during an election year? Watch ā€œInvestor Insights: The election, economy, & investor expectationsā€ to learn how the upcoming election could impact your investment portfolio. View now. event.on24.com/wcc/r/4591053ā€¦
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Many parents avoid talking about inheritance with their kids. But if you want to prepare them to carry on your legacy properly, they need education and training. Family meetings can help. plantemoran.com/explore-our-ā€¦

Preparing for the Great Wealth Transfer: Family meeting guide | Our Insights | Plante Moran

Prepare your children to receive their inheritance with financial planning tips and financial education. The Great Wealth Transfer is coming.

plantemoran.com
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Investors: Join us October 16 to learn what the outcome of the November election could mean for investors. Register today to hear from Charles Schwabā€™s director of legislative and regulatory affairs, Michael Townsend. #election #investing go.pmwealthmanagement.com/4dā€¦

Investor Insights: The election, economy, & investor expectations

Investor Insights: The election, economy, & investor expectations

gateway.on24.com
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