Advanced Asset Management

picstrip
Helping You Develop Wealthy Habits and Make the Most of your Financial Potential

My mission is to help you Plan for your goals, Manage your resources and Maximize your financial potential. I work for you and offer comprehensive services to help you make better financial decisions. With Advanced Asset Management, YOU get to choose how you want to work with a financial advisor. Because Ronald J VanSurksum is a fee-only advisor, most conflicts of interest are removed from the advisory process. Learn more about how Advanced Asset Management works for you. Call me today to schedule a no-obligation meeting to explore how we can serve you: (616) 531.5220 Learn more About Us, Our Services, Our Staff, our investment Partners and Links, or Contact us and get your own AAM Newsletter subscription.

Washington Hotline – March 24 2015

WASHINGTON NEWS IRS Records for Charitable Deductions In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts are made to a qualified charity. The Select Check online tool at www.irs.gov shows qualified nonprofits. Even though they are not on the IRS web site, gifts to churches, synagogues, […]

Continue Reading

Rising Longevity and Your Retirement

New research conducted by the Society of Actuaries (SOA), a leading membership-based organization for actuaries in the United States and Canada, revealed that older Americans are living longer than previously estimated. Specifically, SOA’s data showed that since its last report published in 2000 the life expectancy of men age 65 has risen two years from age 84.6 […]

Continue Reading

Washington Hotline – March 17 2015

WASHINGTON NEWS ‘I-Am-From-The-IRS’ Phone Fraud At a Senate Finance Committee hearing on March 12, the Treasury Inspector General for Tax Administration Deputy Inspector General for Investigations, Timothy Camus, explained the growth of an IRS “phone impersonation scam.” Camus called the “I-am-from-the-IRS” phone fraud the “largest, most persuasive impersonation scam in the history of our agency.” […]

Continue Reading