The Livingston Key Group at Morgan Stanley
We collaborate with families to build a comprehensive wealth management plan that strives to help address future needs, current goals, and build a legacy.
06/16/2026
A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan.
5 Ways to (Finally) Kickstart Your Financial Plan | Morgan Stanley morganstanley.com
06/03/2026
Across the country, too many children and families are experiencing food insecurity. I'm proud that the Morgan Stanley Foundation has awarded $1 million in grants to the Feeding America's national network of food banks in 2026 to help improve access to nutritious food needed to thrive.
06/02/2026
We are proud to participate in Great Start Livingston's StoryWalk in Downtown Howell all summer. Start at the Howell Carnegie Library, then visit 10 participating Downtown Howell businesses to follow the story "Acoustic Rooster and Friends" one page at a time. Details: https://greatstartlivingston.org/storywalk/
05/29/2026
Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college.
https://www.morganstanley.com/ideas/529-plan-benefits-you-may-not-know?ET_MID=noloc&ET_MID=nomsai&gv6=2ffd3566-7cac-4e12-aed0-57f440cb3341
05/26/2026
Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively. https://livesocial.seismic.com/aAmPHr
05/25/2026
On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice helped preserve the freedoms we all enjoy today.
We hope you're able to spend meaningful time with family and friends—while taking a moment to reflect on those who made it possible.
Wishing you a safe and peaceful Memorial Day weekend.
05/13/2026
Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan Stanley Alliance for Children's Mental Health. These free multimedia resources are designed to help young children and caregivers foster emotional well-being and resilience from the start. Learn more:
R is for Resilience: New Sesame Workshop x Morgan Stanley Resources Support Children’s Emotional Well-Being | Morgan Stanley morganstanley.com
05/11/2026
Whether it's strengthening your passwords or treating emails with more caution, you can take steps to reduce your risks.
Your Cybersecurity Checklist | Morgan Stanley morganstanley.com
05/10/2026
Motherhood (and caregiving in all its forms) is one of the most demanding—and meaningful—roles there is. Sending gratitude to everyone who shows up for others every day, often without recognition. Happy Mother's Day.
05/05/2026
Adam Jonas, Morgan Stanley's Head of Global Autos and Shared Mobility Research, discusses the fast transition of artificial intelligence into the physical world in the form of humanoid robots.
https://www.morganstanley.com/insights/videos/humanoid-robots-adam-jonas?ET_MID=noloc&ET_MID=nomsai&gv6=87b9c2bc-01b8-4d20-9130-1d8474bccc4f
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Howell, MI
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