The Benefit of Working with Professionals

By Nick Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO & Wealth Advisor It all started with record rainfall and water in our basement. When I noticed some sheetrock was wet a lot higher up than I expected, I went to the best source for help I could think of: Google. After a handful or articles …

2022 Tax Preparation Checklist for Individuals

By Cristina Wiebelt-Smith, CPA, Wealth Advisor   Tax season is upon us! Staying organized as you gather your tax documents can help make this year’s taxes run a little more smoothly. Check your mailbox and your email for all the tax forms that will start coming in and keep them in one place.

8 Tax Breaks for Retirees and Seniors

By Cristina Wiebelt-Smith, CPA, Wealth Advisor Part of our financial planning process is looking over tax returns for planning and savings opportunities. Sometimes we hear comments like, “I’m retired, so I don’t need tax planning” or, “I don’t make enough money to need tax planning.”

Football and Financial Planning

By Mike Gertsema, Senior Wealth Advisor Now that the NFL season is coming to an end and the playoffs are here, I wonder how coaches motivate their teams that have a losing record of like 1-10 to play a team that’s 10-1. As a viewer of games, I question even watching the game because the …

Last-Minute Tax Moves You Can Still Make for 2022

By Cristina Wiebelt-Smith, CPA, Wealth Advisor Tax planning is best done throughout the year, but here are four things you can do by April 17, 2023, that might provide tax benefits for the 2022 year.

Planning for Your First Required Minimum Distribution in Retirement

Mike Valenti, CPA, CFP®, Director of Tax Planning Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an i …

How to Leverage Tax-Advantaged Accounts in 2023

Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner  As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …

SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

By Jamie Hopkins, Managing Partner, Wealth Solutions   The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.

What Birthday did you celebrate this year?

By Cristina Wiebelt-Smith, CPA, Wealth Advisor As 2022 comes to a close, we’ve made another trip around the sun and we’re all one year older. This year was a big one for me – half-way to a hundred! The women in my family tend to live into their late 90s up to 102 so if …

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

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