Creating Awareness Around Life Insurance
There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives.
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Expect Authentic Customer Service from Your Financial Advisor
By Mike Gertsema, CEO & Wealth Advisor My wife and I recently had to find a new business for spring flowers and plants for our landscaping around the yard. I asked friends and co-workers for recommendations, and the resounding response was to go to Prairie Flowers in King City. I’ve hea …
Life Insurance Strategies for Business Owners
Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …
Does Your Financial Advisor’s Age Matter?
By Mike Gertsema, CEO and Wealth Advisor A major part of the advisory journey is making contingency plans for “life moments,” such as retirement, stock market crashes, disability events, health issues, premature death, income reductions, job losses, tax law changes, Social Security timing a …
How to Fit the Kids’ College into Your Financial Plan
There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …
The Promise of the Biotech Industry and What It Could Mean to Investors
I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from f …
The Benefits and Rules of Using Qualified Charitable Distributions
There is a simple but powerful tool called a qualified charitable distribution (QCD) that is a triple threat. They can fulfill your required minimum distribution (RMD), benefit your favorite charities, and reduce your taxable income.
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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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