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Why I Chose Gertsema Wealth Advisors

By Scott Keegan, Associate Wealth Advisor An old school friend recently took a financial advisor job with a large broker-dealer that toted itself on financial planning. He soon learned that his job was to try and sell life insurance to his friends and family. His pay after six months was 10 …

How Setting Goals in 2021 Can Help You Understand Your Financial Life

By Mike Gertsema, CEO & Wealth Advisor I’m a very strong advocate of setting financial and personal goals. When the kids were growing up, I told them all I wanted for Christmas or my January birthday was a list of their goals for the upcoming year. In my experience, once I wrote my goal …

How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

How to Plan for (and avoid) Financial Surprises

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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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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