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Finding and Defining Wealth

By Jackie Heater, Director of Client Relations What is wealth? Ask 10 people to define wealth, and you’ll probably get 10 different answers. And while most people define wealth as simply an abundance of money, many people wonder what the true meaning of wealth is. At Gertsema Wealth Advisor …

O% Financing Comes With a Number of Concerns

By Mike Gertsema, Senior Wealth Advisor We’ve noticed a trend with new clients regarding 0% or very low interest rate financing for big purchases such as furniture, appliances, home improvement projects, cars, campers and boats.

Planning for the Rising Cost of Dependent and Child Care

Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.

Tax Planning in Retirement: Strategies to Minimize Taxes When You Retire

Karl Strube, Senior Tax Planner The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now that will slow or stop. To compound that, you’ll be taking money out of all these accounts after putting …

What is My Tax Filing Status and Why Does It Matter?

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor Many of us are familiar with the most common filing status categories – single and married filing jointly (MFJ). But did you know there are three additional categories? Married filing separately (MFS), Head of Household (HOH) and Qual …

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