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Scary Stuff

Scary Stuff

I’m scared.  You’ve probably heard about this coronavirus that’s going around.  I don’t want to get it.  I work hard every day to eat well and exercise and maintain a healthy weight.  I hate going to the ER and hospitals scare me. But it’s out there and spreading.  I’ve done all that I can, washing… read more

Dow Plunges 3,000 Points!

Does that headline make your stomach turn?  Is your reaction to call your financial advisor and sell your stocks or stock funds?  What if the decline was 5,000 points along with headlines of an impending recession? The Dow hasn’t plunged 3,000 points but it wouldn’t be at all unusual.  It may not happen in a… read more

New Tax Changes for 2020

Tax filing season is upon us again and the IRS has implemented some changes you should be aware of when filing your return. First, they continue to tweak the Form 1040.  For the 2018 tax year, it was condensed into 1 page with several new supporting schedules.  For 2019, the form reverts to 2 pages,… read more

It’s Almost Too Late…

It’s almost too late to cut what may be your biggest expense for 2019 (and it’s not your Christmas budget). For most of our clients, income taxes are their largest expense and with the calendar year ending in a couple weeks, so too will the opportunity to save on your 2019 tax bill. At Vintage,… read more

Vintage Wins Big Award!

We’re excited to announce that Vintage has won another big national award. Frank Moore and Jack McCloskey were in Chicago to receive the award at the Investment News Top Advisory Firm Summit last month. Vintage was one of seventeen firms in the country to be honored at the event and given the 2019 Best Practices… read more

Congrats to Michael Stros

Congratulations to Michael Stros for passing the Certified Financial Planner certification exam.  To become a CERTIFIED FINANCIAL PLANNER Professional™ a candidate must complete the education and experience requirement, pass the six hour board exam, and agree to abide by the Code of Ethics and Standard of Conduct.  In addition they agree to follow the practice… read more

Five Big Financial Setbacks

Vintage will be 35 years old in early January and over the years we’ve seen a lot of big blunders people make with their finances. Some are a single bad transaction while others are minor ongoing and often overlooked areas that can significantly impact your standard of living in retirement. Here are five setbacks you’ll… read more

Driving with the Rear View Mirror

There’s the joke about the woman watching the news with a report about a man driving the wrong way down the freeway. She knows her husband is in that area so she calls him on his cell phone to alert him and he says, “It’s not just one guy, they’re all driving the wrong way!”… read more

Don’t Be Martha

At Vintage we aren’t licensed life insurance agents but we still sometimes get e-mails targeted to the commission based agents. This one pitches the fat commissions available for taking advantage of poor Martha, a 66-year-old woman with an extra $90,000 in the bank. It suggests that the agent can pitch Martha on turning her $90,000… read more