Cranbrook Financial

Cranbrook Financial Make sense of your finances. Take hold of your legacy. Let’s create a plan that works for you—one built on trust, strategy, and a commitment to your future.

Happy Birthday to Francesco Minaudo, our Partner and Private Wealth Advisor!Francesco brings a thoughtful perspective, s...
09/02/2026

Happy Birthday to Francesco Minaudo, our Partner and Private Wealth Advisor!

Francesco brings a thoughtful perspective, sharp insight, and an ability to see opportunities from every angle. We’re grateful for the expertise and fresh thinking he brings to Cranbrook every day.

Wishing you a great year ahead, Francesco!

When we think about prosperity, it's easy to focus on the economy, the markets, or the latest headlines. But new researc...
08/27/2026

When we think about prosperity, it's easy to focus on the economy, the markets, or the latest headlines. But new research from Northwestern Mutual's Personal Prosperity Index suggests something different.

Americans say their sense of prosperity is influenced more by their mental, physical, and financial health than by what's happening in the economy or politics.

While we can't control the headlines, we can take meaningful steps to strengthen our financial future. A thoughtful financial plan can provide the clarity and confidence to focus on what matters most. Read more at https://news.northwesternmutual.com/2026-05-05-Americans-Say-Theyre-Feeling-Prosperous,-Defying-Economic,-Market,-and-Political-Pessimism-According-to-Northwestern-Mutuals-Inaugural-Personal-Prosperity-Index

Retirement isn't a "set it and forget it" milestone. As your priorities, spending, health, and goals change, your financ...
08/20/2026

Retirement isn't a "set it and forget it" milestone. As your priorities, spending, health, and goals change, your financial plan should change with them, too.

A midyear check-in is a great time to review your retirement income strategy, investment allocation, insurance coverage, estate plan, and upcoming expenses. Small adjustments today can help keep your plan aligned with the retirement you want to enjoy tomorrow. Check out the full Midyear Checklist to Maintain a Healthy Retirement here: https://www.northwesternmutual.com/life-and-money/your-midyear-checklist-for-maintaining-a-healthy-retirement/

08/18/2026

Are you weighing the pros and cons of a Roth conversion? It's not a one size fits all decision.

In this video, Sebastian Minaudo , Founder and Private Wealth Advisor at Cranbrook Financial, walks through the three biggest factors to consider: Taxes, Required Minimum Distributions, and Legacy Planning.

Every situation is different, and the right answer depends on your full financial picture. That's why we build a customized analysis for each client before making a recommendation.

Curious if a Roth conversion makes sense for you? Reach out to our team to start the conversation.

Back to school marks a natural reset: new routines, new schedules, a fresh start to the year, which makes it a great tim...
08/13/2026

Back to school marks a natural reset: new routines, new schedules, a fresh start to the year, which makes it a great time to bring that same structure to your finances. Whether it's staying on track for your long-term goals or creating a budget and saving for education, let's talk about what that structure could look like for you.

We made our trip to Northwestern Mutual Annual Meeting a family affair and made sure to represent Detroit while we were ...
08/11/2026

We made our trip to Northwestern Mutual Annual Meeting a family affair and made sure to represent Detroit while we were at it! Beyond celebrating a great year, we spent time learning from other advisors from across the country, swapping ideas, and picking up new insights we're already excited to bring back home.

Meetings like this remind us why we do what we do. The more we learn, the better we can serve the families and businesses who trust us with their financial futures. We came home energized and ready to put it all to work for you.

Summer is meant to be enjoyed, and a little planning goes a long way in making sure it stays that way.This month's finan...
07/23/2026

Summer is meant to be enjoyed, and a little planning goes a long way in making sure it stays that way.

This month's financial tip is all about summer savings. Before the season gets away from you, take 20 minutes to set a dedicated summer budget. Vacations, camps, cookouts, and weekend plans add up faster than you think, but with a simple spending limit in place, you can say yes to the fun without stressing about September.

Want help building a plan that gives you the freedom to spend with confidence all year long? Let's talk.

2026 Roth IRA limits are in, and knowing them before you contribute could save you a costly penalty.This year, you can p...
07/16/2026

2026 Roth IRA limits are in, and knowing them before you contribute could save you a costly penalty.

This year, you can put up to $7,500 into a Roth IRA (or $8,600 if you're 50+). But eligibility phases out based on your income, so your Income limit matters just as much as your contribution amount.

Overfund your account? The IRS charges a 6% penalty every year until it's corrected.

Whether you're early in your career or getting serious about catch-up contributions, now is the time to review your retirement strategy.

Have questions about how a Roth fits into your plan? Let's talk.


https://www.northwesternmutual.com/life-and-money/roth-ira-contribution-limits/

Address

201 W. Big Beaver Road Suite 930
Troy, MI
48084

Telephone

+12483624649

Website

Alerts

Be the first to know and let us send you an email when Cranbrook Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Cranbrook Financial:

Shortcuts

Share

Category