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Bucket Investment Strategy: The Importance of a Strong Bucket #1

By Scott Keegan, Associate Wealth Advisor When it comes to retirement income, there are many different techniques and strategies you can employ. In a previous blog, Managing Market Corrections & Retirement Income, Senior Wealth Advisor Mike Gertsema laid out our philosophy of bucketing …

Paying for College Part 2

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor The last time I wrote about college education savings ideas, my daughter had just returned to school after Christmas and we had a break from paying tuition in November and December. Well, her spring break just ended, we put her back o …

Retirement Funding Planning Should Start Early

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor My father used to say, “There is a point at which you don’t want to work anymore and there is a point at which you don’t have to work anymore.” When these points collide, it is time for retirement.

Five Reasons Your IRA is Deflating, and What to Do About It

By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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