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Debunking 5 Common Tax Myths

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.
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Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Tackling the Fear of Financial Planning

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor A few years ago, I realized many of my decisions were fear-based instead of focused on the positive. Something had to change, so I began to pay close attention to my words.

Why You Should Consider Getting a Second Opinion

Mike Gertsema, Senior Wealth Advisor Have you ever considered getting a second opinion on your financial planning, health wellness or other matters that concern you, but were unsure if the feeling was warranted?
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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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