Kurt Sytsma - Money Concepts Financial Advisor

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

06/04/2026

A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan participant. These contributions may be deducted from the business's income and are generally excluded fr...

06/02/2026

Understanding how these two concepts work can help you put together a portfolio that targets your specific needs.

05/31/2026

A 529 prepaid tuition plan is a type of qualified tuition program established under Section 529 of the Internal Revenue Code (the other type is a 529 college savings plan). Prepaid tuition plans can be offered either by states (called state-sponsored prepaid plans) or by private colleges (called col...

05/28/2026

Here is a list of tasks that may need to be completed upon the death of a family member.

05/26/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

05/24/2026

See how the markets performed in April 2026 and year-to-date.

05/21/2026

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

05/19/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

05/17/2026

After a divorce, it's important to take a fresh look at your finances.

05/14/2026

U.S. households with assets totaling $1 million to $2 million have much of their wealth locked up in retirement accounts and primary residences.

Address

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

Telephone

+16165886843

Website

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