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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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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 …

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 …

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?

I Finally Found the ‘Why’ in My Career. You Can, Too.

Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …

Leaving a Larger than Life Legacy

Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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