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10 Tips To Help Aging Parents With Their Finances

Ten Reasons to Tax Plan Now

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

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?

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

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?

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

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

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

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

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