Blog

7 Questions to Ask When Looking for a Financial Advisor

By Mike Gertsema, CEO & Wealth Advisor There’s a list a mile long on what people are looking for regarding financial advice and a financial advisor. So, I decided to write this guide for you – “7 Questions to Ask  When Looking for a Financial Advisor” – bas …

When the Unthinkable Happened – Phase 2

By Jackie Heater, Director of Operations   In my previous blog, “5 Tips I Wish I’d Known When the Unthinkable Happened,” I talked about the immediate things that need to be taken care of: funeral arrangements, bills, insurance, bank accounts, investment accounts and various other finan …

Why Does my Financial Advisor Ask for My Income Tax Returns?

By: Nick Gertsema, AIF®, RICP®, Vice President & Wealth Advisor When we are preparing and updating financial plans for clients and prospects, we like to look at prior years’ tax returns. Ideally, we like to see returns for the last few years. There are very important pieces of informati …
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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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