Eventually, many of us will need to help our aging parents and loved ones with their finances. So, when the time comes, here are some tips to help you handle the subject with sensitivity, respect, and competence. 1. Schedule a meeting to see an estate planning attorney with the parent(s). If you are going to… read more
Ten Reasons to Tax Plan Now
October 15, 2020
Posted in: Financial Planning, Taxes
Taxes are the biggest expense for many Americans, and yet, most fail to do much to reduce their income taxes. Those that use a professional tax preparer may get some good suggestions when they get their tax return done early in the year, but to get the best tax savings, you need to so some… read more
Three Factors May Reduce Your Retirement Income
September 15, 2020
Posted in: Vintage News
With all of the chaos this year, one area where many Americans may feel pretty good is their finances. If you’ve been able to keep your job and didn’t sell off your stock holdings in the spring’s bear market, you may feel that you are still on track for that comfortable retirement. Or, if you’re… read more
Can I Take a Home Office Tax Deduction?
August 15, 2020
Posted in: Financial Planning, Taxes
As a result of the COVID-19 pandemic, many people who do not typically work from home are doing so now. And many workers will continue to do so for the foreseeable future. This brings up an interesting question, “Do I qualify for a tax deduction if I work from home?” The Tax Cuts and Jobs… read more
2020 Planning Checklist
July 15, 2020
Posted in: Estate Planning, Financial Planning, Retirement Planning, Taxes
The world has changed dramatically in 2020 so it’s a good time to revisit your financial planning. There have been three major tax laws enacted over the past several months and many people’s income will look very different this year. It’s also a good time to revisit your retirement plan and estate plan. And Michiganders… read more
Why Real Estate?
June 15, 2020
Posted in: Vintage News
Since Vintage was founded in 1985, we’ve always allocated some of our client’s funds to real estate investments. The allocations have changed based on our outlook for the investment class and our client’s situations. Today, we have a larger allocation than usual, especially for our retired clients. If we look back throughout US history, it… read more
COVID-19 & Taxes
May 15, 2020
Posted in: Financial Planning, Taxes
Where are taxes headed and how can you prepare? Unprecedented situations call for unparalleled solutions and the Coronavirus pandemic has marshalled the full resources of our government to blunt the blow of the virus on the economy. Several phases of fiscal stimulus – government spending – have increased the budget deficit and will certainly help… read more
Best Workplace Award
May 11, 2020
Posted in: In the News, Vintage News
We’re excited to be named one of the Best Places to Work for Financial Advisers by Investment News magazine. Their annual ranking recently came out and they named us #16 in the country in the category of 15-29 employees. Including the two larger firm categories, there were 75 firms that made the 2020 list. From… read more
Congrats to Jamieson
May 6, 2020
Posted in: In the News, Vintage News
Congratulations to Jamieson Hopp for his promotion to Senior Financial Planner at Vintage. Jamieson joined Vintage two years ago after graduating with a Bachelor of Science degree in Financial Planning from Colorado State University. He recently earned the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®) designation. The designation requires the education component, passage of the tough certification… read more
Tax Planning Day
April 15, 2020
Posted in: Financial Planning, Taxes
Today, April 15th, normally marks the annual tax filing deadline for taxpayers. But, of course, this isn’t a normal year and the deadline has been extended to July 15th. Rather than filing your tax returns today, you may want to take the opportunity to do some tax planning. Two major tax laws, the SECURE Act… read more