Since the pandemic hit last year, the Federal government has gone on a massive spending spree, driving budget deficits and the federal debt to unprecedented levels. The numbers are staggering so let’s break them down to make them a little more understandable. Congress has authorized about $6 trillion in pandemic related spending so far and… read more
Warmer Weather & Lower Taxes?
April 15, 2021
Posted in: Vintage News
Are you looking for warmer weather and lower taxes? Michiganders have often headed to Florida in the winter and some move there permanently in their later years. But many Michiganders may want to retain relationships and enjoy the summers in Michigan and maintain a second home in Florida. Florida has no income tax so that… read more
Frank Named to Barron’s Top 1200
March 15, 2021
Posted in: In the News, Vintage News
Frank Moore, our founder and Chief Investment Officer, was again named to the prestigious Barron’s Top 1,200 Financial Advisors ranking for 2021. This marks the fifth straight year Frank, as head of the Vintage team, has been on the exclusive list. The number of advisors per state is based on population and wealth and there… read more
Retiring Soon? Watch Out for IRMAA!
Posted in: Retirement Planning, Taxes
Are you planning to retire in the next few years? If so, you’ll want to get to know IRMAA to avoid one of the more stealthy taxes. Wait, What?! Unfortunately IRMAA is one of those nasty surprises that hits you and you go “Wait, what?!” Your tax preparer can explain it to you after you… read more
Mike Nemick Joins Vintage
February 25, 2021
Posted in: In the News, Vintage News
We’re pleased to announce that Mike Nemick, CFP has joined the Vintage team as a Senior Financial Advisor. He is a graduate of Western Michigan University where he earned a Bachelor of Business Administration degree in Personal Financial Planning. Prior to joining Vintage, Mike served families and individuals for seven years at a fee-only wealth… read more
Forbes Names Frank #15 in Michigan
February 15, 2021
Posted in: In the News, Vintage News
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their fourth annual Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #15 in Michigan, the top ranked advisor on the list from Washtenaw County. For… read more
Are You Prepping or Planning?
Posted in: Financial Planning, Taxes
Income tax season is upon us as 1099s fill our mailboxes and the filing deadline looms just 60 days from now. Many filers will turn to Turbotax or other software and nervously complete the forms, hoping not to make a mistake that might bring on the wrath of the IRS. They may also be anxiously… read more
Vintage Adds More Tax Expertise
February 8, 2021
Posted in: In the News, Taxes, Vintage News
We’re excited about the strengthening of our tax team over the past couple years. This year we upgraded our tax software to a more efficient package and have added more expertise. Tammy Wakevainen, CPA joined us in 2019 and heads up our tax team. This year we added another CPA, Amy Haselhuhn, who, like Tammy,… read more
Congratulations to Michelle!
January 30, 2021
Posted in: In the News, Vintage News
Congratulations to Michelle Schrag who joined Vintage last year as a Client Service Specialist. She has earned the Financial Paraplanner Qualified Professional designation (FPQP®) offered through the College for Financial Planning. While Michelle doesn’t work in an advisory role, the additional education has helped her with a very good understanding of the financial planning and… read more
COVID Gives US Economy Swine Flu
January 15, 2021
Posted in: Financial Planning, Investments, Retirement Planning
Do you remember the PIGS? The European Debt Crisis a decade ago centered around Portugal, Italy, Greece and Spain. Their governments and banking systems were in dire straits after excessive borrowing and they needed to be bailed out by their European neighbors, the European Central Bank and the International Monetary Fund. The crisis dragged on… read more