Tag Archives | Financial Planner Grand Rapids

Washington Hotline – May 21, 2019

WASHINGTON NEWS Senators Thune and Casey Support CHARITY Act On May 15, Senators John Thune (R-SD) and Bob Casey (D-PA) introduced the Charities Helping Americans Regularly Throughout the Year (CHARITY) Act. The bill expands giving options for IRA charitable rollovers and addresses other charitable provisions. The CHARITY Act includes four major provisions. If it is […]

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Social Security Tips – May 2019

    social security tips           Have you ever looked at our Calculators page? It’s a one-stop shop for helping with questions.   www.ssa.gov/planners/calculators/   ·        Unsure of full retirement age? Use the Retirement Age Calculator. ·        Unsure if earnings will allow any payments at all? Use the Earnings Test Calculator. ·        Your client have […]

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young girl lying on grass, holding head in hands, frowning

Teach Tots How to Manage Money

Preschool, elementary ages not too early Teach tots how to manage money There’s a meltdown in a toy store somewhere at least a dozen times a day. “I want the big box!” demands the frustrated four-year-old. “You don’t have enough money for that one,” beseeches his battle-worn    mother for the third time. She holds out […]

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