Identity Theft and Scams
Identity theft and scams are on the rise, targeting people of all ages and backgrounds. In this eye-opening webinar, Nick Gertsema, CEO and Wealth Advisor at Gertsema Wealth Advisors, shares real-world examples, the latest scam tactics, and practical steps to protect yourself and your loved …
Protecting Yourself from Internet Scams in Retirement
Retirement should be a time to relax, enjoy hobbies, and spend time with family, not worry about becoming the next victim of an online scam. Unfortunately, older adults are often targeted by cybercriminals because scammers believe retirees may have accumulated more savings and may be less f …
Who’s Really at the Center of Your Financial Plan?
When you think about financial planning, your mind might immediately go to investments, retirement accounts, stocks, or maybe insurance products. And while these are all important, there’s a deeper, often overlooked question worth asking:
Pirates & Parrots & Legacy
The other day in our van, my wife turned on a new Zac Brown song for me to listen to. It wound up with us also listening to his “Pirates and Parrots” song. Now, I didn’t know going in what the song was about, but it didn’t take me very long to work it out.
“It Must Be Nice”
I remember sitting in the seats of Arrowhead Stadium on an unseasonably warm day on January 11, 2004. The 13-3 Kansas City Chiefs were the number two seed on a path of destiny to take on the number one seed New England Patriots for the AFC Championship. This was our year! We would avenge th …
Nick Gertsema: Best-In-State Ranking
Our CEO and Wealth Advisor Nick Gertsema, CFP®, ChFC®, RICP®, AIF® was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Missouri. This is a prestigious distinction, and not one that many wealth advisors receive. Only those advisors with a history of providing high qua …
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 …
