Skip to content
Menu
Home
About Us
About Us
Bryan Zichterman
Charli Cavric
Emily Viravouth
Our Investment Philosophy
About Raymond James
Who We Serve
Who We Serve
Families and Individuals
Retirees
Women Investors
How We Serve
How We Serve
Our Process
Banking and Lending Solutions
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Investment Strategies
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Client Access Videos
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Zichterman Wealth Management Holland Location
510 W 17th Street
Holland, MI 49423
T: 616.395.4130
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Economy & Policy
Estate & Giving
Family & Lifestyle
Financial Planning
Markets & Investing
Retirement & Longevity
Tax Planning
Topic
Education
Goal Planning
Longevity Planning
Retirement Planning
Media
Article
Calculator
Checklist
Document
Infographic
Newsletter
Video
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Read
Retirement & Longevity
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Read
Retirement & Longevity
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Read
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Read
Retirement & Longevity
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Read
Estate & Giving
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Read
Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
View
Retirement & Longevity
Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Read
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Read
Retirement & Longevity
Infographic: Thriving in retirement
Here are five ways to help you enjoy the transition to retirement and live life to the fullest.
View
Retirement & Longevity
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buy...
Read
Retirement & Longevity
Load more
Load more