How to Avoid Sinking Your Financial Ship

By Scott Keegan, Associate Wealth Advisor I recently watched a short video called “Why Ships Don’t Sink as Often These Days.” As a male, the potential of seeing large boats slam into large waves had me hooked.
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Expect Authentic Customer Service from Your Financial Advisor

By Mike Gertsema, CEO & Wealth Advisor My wife and I recently had to find a new business for spring flowers and plants for our landscaping around the yard. I asked friends and co-workers for recommendations, and the resounding response was to go to Prairie Flowers in King City. I’ve hea …

Does Your Financial Advisor’s Age Matter?

By Mike Gertsema, CEO and Wealth Advisor A major part of the advisory journey is making contingency plans for “life moments,” such as retirement, stock market crashes, disability events, health issues, premature death, income reductions, job losses, tax law changes, Social Security timing a …

How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

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 …
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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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