Memory Lane and Financial Planning

By Nick Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO & Wealth Advisor  I had some time to sit East of St. Joseph where I had a great panoramic view of the part of town I grew up in. As I looked to the right, I saw the steeple of Wyatt Park Baptist Church. My mind immediately …

The Journey from “Should” to “Can”: Embracing the Freedom of Retirement

By Nick Gertsema, CEO & Wealth Advisor, CFP®, ChFC®, RICP®, AIF®   Throughout our lives, we’re conditioned to follow a well-trodden path. From the early days in school, we’re told to excel to get into good courses. Then in high school, the pressure mounts to secure a spot in …

Retirement and Vacation: Both Need Careful Planning

By Nick Gertsema, CFP®, ChFC®, RICP®. AIF®, CEO & Wealth Advisor  There’s so much that goes into taking a vacation, especially when traveling with kids. Choose the destination. Shop around to find the best hotel, AirBnB, or cruise line. Examine the calendar to choose dates that don’t in …

Financial Planning: It’s About Time

Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …

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