22 Search Results for: cares

  • 7 Questions to Ask When Looking for a Financial Advisor

    Posted on May 26, 2020

    By Mike Gertsema, CEO & Wealth Advisor There’s a list a mile long on what people are looking for regarding financial advice and a financial advisor. So, I decided to write this guide for you – “7 Questions to Ask  When Looking for a Financial Advisor” – based on my 30-year experience in the industry. 1.   Are they qualified to be giving you advice? Does the advisor have the proper designations that qualify him or her to give advice? In some cases, your advisor may be a veteran of 20 or 30 years and has many security licenses under their…read the full article

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  • Roth Planning Opportunities in 2020

    Posted on May 22, 2020

    Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the…read the full article

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  • Roth Planning Opportunities in 2020 [Video]

    Posted on May 20, 2020

    Roth Planning Opportunities in 2020 Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever....read the full article

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  • Roth Planning Opportunities in 2020

    Posted on May 20, 2020

    Roth Planning Opportunities in 2020 Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever....read the full article

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  • Why Advising Investing are Both Important for your Comprehensive Financial Plan

    Posted on May 11, 2020

    By: Mike Gertsema, CEO & Wealth Advisor Most investors are very concerned about the markets, the economy, their health, their family’s health, whether they’re going to lose all their money, and will we ever get back to the good old days? Of all the things we worry about, which of them are we really in control of? Most people we meet with have most of the above concerns and our job as financial advisors is to help them realize they do have control over more than they originally thought. Our focus is on their financial future and taking advantage of…read the full article

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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  • RMD Planning in 2020 After the CARES and SECURE Acts [Video]

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. In this webinar, we explain what you need to know about RMDs in 2020. You’ll walk away with a clearer understanding of your options and ready to make...read the full article

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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  • Retirement Planning in 2020: Making the CARES Act Work for You [Video]

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

    Read more