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Fortitude Wealth Planners LLC

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Fortitude Wealth Planners LLC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Fortitude Wealth Planners LLC, Financial planner, 601 S. Garfield Avenue, Suite B, Traverse City, MI.

We take a comprehensive approach to your financial well-being by providing you with ongoing information that will help you achieve your goals and help protect you and your loved ones.

05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/12/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

04/07/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

03/03/2026

As we step into March, we're reminded that this month is all about movement — winter is fading, spring is on the horizon, and it’s the perfect time to reset and refocus.

Progress doesn’t always need to be fast. What matters most is that you keep going. Here’s to finding your balance and making meaningful strides all month long.

02/20/2026

It’s official: Financial Trendsetters 3 is a BEST SELLER! #1 Financial Services, Financial Services Industry, Women and Business and currently ranked 1,246 in Kindle Store - let's go for #1 there as well!
I'm beyond grateful to be one of the voices in this powerful book that is already creating waves in the financial world.

Thank you to everyone who supported this launch, shared it, and downloaded a copy. Your support is helping us fund a scholarship for a future financial trailblazer.

This book is a reflection of what happens when women own their stories, their voice, and their vision. Being part of this project has been one of the most rewarding chapters of my career.

If you’re ready to be inspired by women who are building wealth, legacy, and deep impact—this is the book for you.

Let’s keep the momentum going. Support the movement. If you haven't grabbed your copy yet it's not too late!

Available now on Amazon https://amzn.to/4tDu86f

02/19/2026

Today is the Day - our book Financial Trendsetters 3 is officially live! It's just $0.99 today only on Amazon for the Kindle version. Even if you don't have a Kindle - please order.
Every purchase helps us hit best-seller AND supports a scholarship for a young woman entering the field.

I'd love your support - here's the link to grab your copy:

https://www.amazon.com/Financial-Trendsetters-Finance-Reclaiming-Spectrum-ebook/dp/B0GMKFP1QH?dib=eyJ2IjoiMSJ9.yhf1Qk5hKyKnXB_njJ2OyVnP7k5Df3aoYfn9bTCJG_Y.OY3SVADQFJ4l7xWiQxQtQ7Kp5lZ8bKGRSRjSkL8BI7c&dib_tag=se&qid=1771078829&refinements=p_27:Nora+Bush&s=digital-text&sr=1-1&text=Nora+Bush&linkCode=sl2&tag=behindthebizconsulting-20&linkId=5b258ff39f3ef6c6899d42f376738e4c&language=en_US&ref_=as_li_ss_tl

Being part of Financial Trendsetters 3 has been one of those "this is why I do this work" experiences. Writing my chapter gave me space to reflect on how I see money - not as something separate from life, but as something woven in how we live, lead and care for ourselves and others.

This book brings together women across the financial industry who are changing the conversation around wealth, legacy, and what it really means to live well.
I'm honored to be one of the voices in it.

Thank you in advance for your support!

01/19/2026

The new year is a perfect time to revisit financial goals and make any necessary adjustments for the year ahead. To help you start 2026 off on the right foot, we’re sharing a few key steps to consider.

For personalized wealth management guidance, call our office today to schedule a New Year portfolio review.

01/08/2026

Are you aware of the tax brackets for 2026? The IRS released official 2026 income tax brackets in October 2025, reflecting changes made under the “One Big Beautiful Bill.”

These changes apply to income earned in 2026, but the time to plan is now — especially if you're expecting major financial changes like retirement, selling assets, or a boost in income.

If you need help reviewing how this could impact your long-term tax strategy, give us a call today. We’re happy to help you plan ahead.

01/06/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

Address

601 S. Garfield Avenue, Suite B
Traverse City, MI
49686

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	9am - 5pm

Website

http://www.fortitudewealthplanners.com/

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