As our parents age, it can be difficult to figure out the proper steps for their care. Are your parents open to conversations or more
Eventually, many of us will need to help our aging parents and loved ones with their finances. So, when the time comes, here are some
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
Taking time to review your account beneficiaries can do more than just make sure your wishes are met, it can also save your loved ones
It’s that time of year to make key benefit elections for 2019. From healthcare to savings and everything in between, taking time this fall to
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
If someone has tried to sell you an annuity, chances are one of the main benefits that they pushed was the tax deferral. What they
This year we’ve encouraged many clients to update their estate plans. In addition to getting your documents updated by an attorney it’s also a good
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
