Gertsema Team: 2024 Excellence Awardee
The Gertsema Wealth Advisors team has reason to celebrate as they were recently honored as an InvestmentNews RIA Team of the Year Excellence Awardee.
Blog
Continue Reading!
Tips to Help You Stay Strong During Market Volatility
It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty.
529s, Roth IRAs and Other Strategies for Your College Savings Plan
By Craig Lemoine, Director of Consumer Investment Research I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the educ …
The Three Stages of Retirement
By Jackie Heater, Director of Client Relations Retirement can be scary. For many people, their job or career has been their identity for so long that losing that identity in retirement can create uncertainty. Suddenly, you aren’t sure who you are or what you want to do with your time …
How the RICP®️️️ Helps Us Help You
The Retirement Income Planning Process Broken Down into 3 Stages
Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
