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Retirement Tax Planning Opportunities

Retirement Tax Planning Opportunities

Pre-retirees are often focused on how much money that they’ll be able to draw for their retirement income, but how much you can spend will depend on how the withdrawals are taxed.  Incorporating sophisticated tax planning into your retirement income plans can offer some opportunities to save a substantial amount of taxes. Most couples with… read more

Can You Afford a Vacation Home?

By Frank Moore, MS, CFP Back in the mid-1990’s I was in my mid-30’s and discovered a great vacation property “up north” in Michigan.  The area offered great amenities and the prices were more affordable than some of the more popular tourist towns.  There were places to rent in the area, too, but I wondered… read more

Vintage Named to FT 300

Vintage is pleased to announce that we were named to the Financial Times 300 list of the country’s top RIA firms for 2017.  We were one of just nine firms in Michigan to make the exclusive list. The average firm on the list manages $2.7 billion and about two thirds of the ranking formula is… read more

Eighth Wonder of the World

It’s graduation season and thousands of new college graduates will be starting their first “real world” jobs in the coming months.  As they prepare to begin “adulting” they’ll face all kinds of demands on their new paychecks including security deposits, new furniture, a work wardrobe and maybe even their own cell phone plan. At the… read more

Fight Back on Health Care Costs

If you’ve been billed for medical costs in recent years, you might well have been outraged at the amounts charged and the lack of explanation about your bill.  If you’re lucky, your health insurance provider negotiated a discount, but chances are your deductible and co-pay amounts have climbed in recent years so that you got… read more

Jim Burns Quoted in Financial Planning Magazine

Jim Burns was quoted in Financial Planning magazine last week in an article titled, “Advisers Split on Morningstar’s New Mutual Funds.”  One of Jim’s quotes was “We are focused on risk-, tax- and cost-adjusted returns to make sure we’re providing the best investment options we can.”

Frank Named a Top Advisor by Barron’s

In the March 6, 2017 issue of Barron’s magazine, they published their annual list of America’s Top 1,200 Financial Advisors.  The feature also ran in Barron’s sister publication, the Wall Street Journal.  They break the rankings down by state and Michigan had 30 advisors including Vintage’s Chief Investment Officer and Founder, Frank Moore.  The list includes… read more