On paper, inflation has lowered over the past two years, but go to the grocery store, fill up your car with gas or go out to eat and I highly doubt you’ll find anyone ecstatic about how inflation has “cooled”.
By Mike Gertsema, Senior Wealth Advisor We’ve noticed a trend with new clients regarding 0% or very low interest rate financing for big purchases such as furniture, appliances, home improvement projects, cars, campers and boats.
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor Many of us are familiar with the most common filing status categories – single and married filing jointly (MFJ). But did you know there are three additional categories? Married filing separately (MFS), Head of Household (HOH) and Qual …
By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor Generally, when filing your taxes, you can only deduct charitable contributions if you itemize deductions. However, for the 2021 tax year, individuals who do not itemize their deductions may deduct up to $300 ($600 for married …
By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor Tax planning is best done throughout the year, but here are four things you can do by April 15, 2022, that might provide tax benefits for the 2021 year.
By Nicholas Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO and Wealth Advisor When it comes to tax planning, there’s no shortage of widely held beliefs and misconceptions about the tax code.
