Figuring Out Who You Are Can Help You With Retirement Planning

By Nick Gertsema, CFP®, ChFC®, RICP®, AIF®, VP & Wealth Advisor If you were asked to sit down and define who you are, how would you describe yourself? It is not uncommon for someone to tie a substantial portion of their identity and self-worth to their careers. My Twitter bio says that …

5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so …

How Professional Designations Help Us to Help You

By Mike Gertsema, CEO & Wealth Advisor What are professional designations in financial planning? A professional designation in financial planning is a stamp of approval that demonstrates to employers and clients that the person achieved a particular standard of excellence in their field …

How Setting Goals in 2021 Can Help You Understand Your Financial Life

By Mike Gertsema, CEO & Wealth Advisor I’m a very strong advocate of setting financial and personal goals. When the kids were growing up, I told them all I wanted for Christmas or my January birthday was a list of their goals for the upcoming year. In my experience, once I wrote my goal …

How to Find Happiness and Balance in Your Finances

By Nick Gertsema, CFP®, ChFC®, RICP®, AIF®, VP & Wealth Advisor Too often in the world of personal finance, we find ourselves focusing on what you can’t or shouldn’t do. Every year, there’s a new campaign out there that makes promises that feel unreasonable. “Stop drinking your favorite …
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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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