Category: Life Defined

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    The Cost of Infertility: How to Navigate the Finances of IVF

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    The Cost of Infertility: How to Navigate the Finances of IVF

    By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private p …

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    How to do Your Estate Plan, Your Way

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    How to do Your Estate Plan, Your Way

    By Mike Gertsema, CEO & Wealth Advisor This is going to be an unusual blog about estate planning because instead of discussing the dos and don’ts or going into a lot of legal documents and procedures, I want to discuss estate planning on how I’ve witnessed it with my clients over the la …

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    Knowing Your Why in Finances (and the Rest of Life)

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    Knowing Your Why in Finances (and the Rest of Life)

    By Mike Gertsema, CEO & Wealth Advisor I’ve just finished the book Start with Why by Simon Sinek after it was recommended to me several times by friends and colleagues. It helps you think deeply about why you do the work you do.

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    When the Unthinkable Happened – Phase 2

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    When the Unthinkable Happened – Phase 2

    By Jackie Heater, Director of Operations   In my previous blog, “5 Tips I Wish I’d Known When the Unthinkable Happened,” I talked about the immediate things that need to be taken care of: funeral arrangements, bills, insurance, bank accounts, investment accounts and various other finan …

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    Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

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    Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

    The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful. 

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    The Power of ‘Emotional ROI’ Through Charitable Giving

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    The Power of ‘Emotional ROI’ Through Charitable Giving

    Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

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    Ladies – Are You Planning for Your Security in Retirement?

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    Ladies – Are You Planning for Your Security in Retirement?

    While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future

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    5 Tips I Wish I’d Known When the Unthinkable Happened

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    5 Tips I Wish I’d Known When the Unthinkable Happened

    By Jackie Heater At Gertsema Wealth Advisors, we often talk about retirement planning “what-ifs.” The death of a spouse is an especially difficult “what-if” scenario to discuss. Many people never plan for this, and while you’re never ready for it, there are a few preparations that can help …

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    5 Steps to Protect Your Identity in the Digital Age

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    5 Steps to Protect Your Identity in the Digital Age

    Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

    Ladies … listen up!… there’s still time ... Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

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