Kurt Sytsma - Money Concepts Financial Advisor

Kurt Sytsma - Money Concepts Financial Advisor Offices within Preferred Credit Union branch locations across West Michigan.

09/01/2026

Might Roth 401(k) contributions have a place in your retirement savings plan?

08/30/2026

To transfer your family business, you should select an estate planning tool that ensures the continuity of the business with the smallest possible tax consequences. You can transfer your business interest(s) to beneficiaries through a gifting program, or you can arrange the timing of the sale of you

08/27/2026

You just paid your child's semester bill for college — do you qualify for either the American Opportunity credit or the Lifetime Learning credit?

08/25/2026

Your business has grown, and now you're looking to hire an extra pair of hands. Plan on spending some time training your new employee and filling out paperwork to meet the needs of the IRS and the U.S. Citizenship and Immigration Services.

08/23/2026

Living trusts enable you to control the distribution of your estate.

08/20/2026

When you work and pay Social Security taxes, you earn credits that make you eligible for retirement benefits. These benefits are based on your average earnings over your working career. .

08/18/2026

Although there is actually little reason for most people to avoid probate today, the process can often be costly and time consuming. If you feel the size and complexity of your estate warrant taking steps to avoid probate, there are alternatives.

08/16/2026

Under certain circumstances you must file a gift tax return.

08/13/2026

Regardless of your age or life stage, retirement planning should be a strong financial focus.

08/11/2026

Ask yourself these questions when setting your investment goals.

Address

Offices Within Preferred Credit Union 3767 Sparks Drive SE Grand Rapids MI
Grand Rapids, MI
49546

Telephone

+16165886843

Website

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