Gertsema Wealth Advisors

Happy #NationalPetDay to all you pet lovers out there! Naturally we can't miss out on an opportunity to share a peak at some of our own GWA furry, feathery, and prickly friends!

Our blog compares traditional and Roth IRAs in their: Tax treatment Accessibility to funds Restrictions and parameters And more ... Your wealth journey is your own! Check out our comparison to help determine which of these popular models might work for you: http://ow.ly/G9bj30rDB50 See more

So if you didn't already know, Jackie is our resident antique lover. Today to celebrate #NationalCherishAnAntiqueDay we decided to share some of her favorite antique pieces and why she cherishes them! Please feel free to join in on the fun and share a picture or tell us about some of your favorite antique pieces and why you cherish them!

Financial milestones for college planning can appear before your student hits kindergarten. Our Financial Milestones for College Planning checklist helps you break down the journey into practical steps: Birth to 1st grade Elementary years through early high school Junior and senior years of high school College and beyond... Find it here: http://ow.ly/M04r30rDB2U See more

College can be incredibly exciting for you and your student. But with so much stress surrounding the college planning process, you risk missing out on the journey along the way. We want to help you feel prepared and limit some stress. Join us on Thursday, April 8, at 3 p.m. CT, to learn more about: 529 plans FAFSA How much will you need to save?... College selection And more! Register here: http://ow.ly/fLyy30rDB0a See more

Most of us are glad to see 2020 behind us, but we still have taxes to wrap up for the year. Join us TODAY at 3 p.m. CT for What You Need to Know for the Upcoming Tax Season. During this webinar, learn more about: How to maximize your tax efficiency for last year How the quarantine and the downturn may have impacted taxes for investors How tax planning, not simply tax preparation is the key... And more! Register here: http://ow.ly/PSwo30rwfvL See more

Tax season is quickly approaching even after a strange year. 2020 offered business owners special opportunities to protect your wealth and your employees. This article looks at tax planning in: The 199a deduction COVID provisions and relief and other unique opportunities this year 401(k) plan options for small businesses Read it here: http://ow.ly/d3L530rwfma

Although many of us would like to pack 2020 into a box and move forward, we still have one more thing to check off our list: taxes. Join us on February 11 at 3 p.m. CT for What You Need to Know for the Upcoming Tax Season. During this webinar, learn more about: How the coronavirus and extreme volatility impacted your taxes How the right tax planning process can help you be tax efficient How to be strategic about payments and refunds ... And more! Register here: http://ow.ly/zCLZ30rweWU See more

Equity markets responded positively last week to the news of additional stimulus and the Fed keeping interest rates low. For most economists, the vaccine continues to be the biggest hope for recovery. Get the full market commentary here: http://ow.ly/VAOt30rw8Ib