34 Search Results for: cares

  • Your Year-End Tax Checklist, Plus a Few Extras for 2020

    Posted on November 5, 2020

    A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

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  • How to Plan for (and avoid) Financial Surprises

    Posted on October 30, 2020

    By Mike Gertsema, CEO & Wealth Advisor Everyone enjoys a good surprise when it’s a gift, not a bill. There’s a reason our bills aren’t wrapped in decorative paper, no one looks forward to opening them. This year has been one of several surprises, many of them not the fun kind. Let’s loo …

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  • Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

    Posted on October 19, 2020

    Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make …

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  • How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

    Posted on September 30, 2020

    As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

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  • Should You Rethink Your Retirement Income Strategy?

    Posted on July 6, 2020

    By Mike Gertsema, CEO & Wealth Advisor Most people work their entire lives saving money in their 401(k) plans or other employer retirement plans with the goal of having enough to retire comfortably. The goal is to replace their net take-home pay with Social Security, pensions and the in …

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  • Market Commentary: Fed Committed to Near-Zero Rates, S&P Dips

    Posted on June 15, 2020

    The S&P 500 dropped 4.7% last week on concerns the uptick in new coronavirus cases would persist and slow the economic rally. The surprising job growth reported two weeks ago suggested the economy was rallying more quickly than expected and boosted investor optimism. But the recent upti …

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  • How Social Security Fits into Your Retirement Plan

    Posted on June 10, 2020

    There are a lot of factors that play into when to claim Social Security benefits. How long should you wait? How is your health? What other retirement income do you have? What are the tax consequences? Click Here to Watch the Webinar

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  • 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” – bas …

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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 …

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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 a …

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