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.
Continue Reading! Blog
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.
You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!
My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.
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?
5 Risk Factors to Watch in the Third Quarter of 2021
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
What to Consider if You Receive the Monthly Child Tax Credit Payments
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
Downloadable Resource
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.
Download Now!