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Blog

Christian Binger | Sep 27, 2022

How to Estimate Taxes if You Are Self-Employed in 4 Steps

Taxes; Tax Planning
In the United States, the federal income tax system is pay as you go. Not paying as you go generally leads to income tax penalties. Paying federal taxes
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Christian Binger | Sep 13, 2022

Saving for That First House

Goal Funding
Home Buying
#Vision
"How do I possibly save for a house?"
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Tucker Fahlen | Aug 31, 2022

7 Reasons To Consider Life Insurance

#TakeAction

Despite the fact that many people feel (and sometimes act) like they are invincible, the reality is that life happens and tragic events are unpredictable. Life

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Christian Binger | Aug 15, 2022

The Importance of Having a Retirement Savings Rate

Retirement
"How much should I be saving for retirement?" It's a basic, yet important question asked to financial advisors like myself all the time.
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Christian Binger | Jun 16, 2022

HSA's - The Triple Tax Benefit

#EnhanceAptitude
Did you know that although the maximum contribution is less than a 401(k), Health Savings Accounts (HSA) may offer more tax advantages than a 401(k)?
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Tucker Fahlen | Jun 9, 2022

F.I.R.E (style) - It's a Function of your Why

SeizeOpportunities
Retirement
Finance
If you have followed the FIRE movement for any length of time you’ve likely heard the terms Barista FIRE, Flamingo FIRE, Lean FIRE, Fat FIRE, etc. Today we’ll
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Will Bohne | Jun 3, 2022

Budgeting is a Four-Letter Word

#TakeAction
There aren’t many words in the financial lexicon that carry negative feelings quite like the word “budget”. It lives in the same space as calorie counting and
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Christian Binger | May 26, 2022

The Truth About College Savings

Education
#EnhanceAptitude
Saving up for College? These three truths will help you.
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Tucker Fahlen | May 19, 2022

Breaking Down the F.I.R.E. Movement

SeizeOpportunities
Retirement
Individuals in the movement believe it is possible to be Financially Independent and Retire Early in their 30s or 40s. Those that have joined the movement all
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Will Bohne | May 5, 2022

Let’s Talk About Bruno

#TakeAction
Encanto: The Intersection of Family Dynamics and Wealth
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Christian Binger | Apr 21, 2022

Roth vs. Traditional – Where Should You Be Investing Your Dollars?

How are you saving for retirement?
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Christian Binger | Apr 7, 2022

10 Questions to Ask Yourself That Help Set Financial Goals and Values

#Vision
Asking yourself questions is a powerful self-reflection tool as it allows you to understand and chart the values and things most important to you. It is no
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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380 W. Western Ave, Suite 250
Muskegon, MI 49440

231-903-6286


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Grand Rapids, MI 49544

616-600-9905


5440 W 110th St Ste 300

Overland Park, KS 66211

913-800-8675

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