One question we sometimes get is “where do our clients live?” We decided to take a look, and the findings may surprise you. Clients and friends often assume that most of our clients live in the Ann Arbor area, but just over a quarter of our clients actually reside in Ann Arbor. And while the… read more
Senior Tax Savings
July 16, 2018
Posted in: Charitable Giving, Financial Planning, Taxes
With the passage of the Tax Cuts and Jobs Act that increases the standard deduction to $24,000 for married couples ($26,600 for those 65+) and $12,000 for single filers, the textbook recommendations for itemizing deductions are being rewritten. A key deduction that hasn’t been altered significantly despite the changes in the tax code is the… read more
Vintage Nationally Recognized Again
June 29, 2018
Posted in: In the News
Vintage was again named to the Financial Time’s FT 300 list, a national ranking of the country’s top Registered Investment Advisory firms. This year just seven firms from Michigan were named to the prestigious ranking and Vintage was the only firm from Washtenaw County. See the article and list at Financial Times. Financial Time’s criteria… read more
Navigating the Financial Impact of a Job Change
June 18, 2018
Posted in: Financial Planning, Retirement Planning, Taxes
In today’s economy, workers seldom get hired out of school, work 40 years for the same employer, and hang up their hat with a big pension. According to the Bureau of Labor Statistics, the average person will change jobs 12 times over the course of their career. With each change comes a financial impact, perhaps… read more
2018 Taxes— Will You Get a Tax Cut?
May 14, 2018
Posted in: Financial Planning, Taxes
Our Vintage tax team just finished our eleventh tax season and completed over 200 returns this year. But next season will be very different due to the Tax Cuts and Jobs Act passed late last year. The new changes include an overall reduction of tax rates, elimination of personal exemptions, increase in the standard deduction,… read more
Ten Times to Hire an Advisor: #1
April 13, 2018
Posted in: Vintage News
When You No Longer Understand Your Tax Return Changes in income, savings, and even general life situations, like whether you rent or own your home, can have an impact on your tax return. And as life goes on, and the tax rules change, many taxpayers reach a point where they no longer understand their tax… read more
Barron’s Names Frank to Top 1,200 Again
March 14, 2018
Posted in: In the News
In Barron’s March 12, 2018 issue they ran their annual list of America’s Top 1,200 Advisors and Frank Moore made the list again. The list ranks advisors by state and Frank jumped from #28 in 2017 to #18 in the 2018 ranking. He was, once again, the only advisor from Washtenaw County to make the… read more
Donor Advised Funds
March 13, 2018
Posted in: Charitable Giving, Estate Planning, Financial Planning
In our January blog post, “New Tax Strategies” we outlined how taxpayers can bunch their deductions into a tax year in order to get enough deductions to itemize. Donor advised funds will become an important vehicle to implement these strategies for many people that are charitably inclined. Most people opt to do their charitable giving… read more
Frank Named Top Advisor by Forbes
February 28, 2018
Posted in: In the 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 first Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #10 in Michigan, the only advisor on the list from Washtenaw County. The ranking was… read more
New Tax Strategies
February 14, 2018
Posted in: Financial Planning, Taxes
The new tax laws that took effect on January 1 are the most significant changes in over 30 years. While most Americans are beginning to enjoy the tax cuts with an increase in their net paychecks, there are opportunities to enhance your tax savings with some new strategies. Itemized Deductions One of the most significant… read more