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July Quarterly Newsletter - 2025
Highlights of this Special Edition Newsletter: Protecting Our Seniors: Spotlight on Elder Abuse Awareness LVM Team Building: Escapology...
2 days ago3 min read
April Quarterly Newsletter - 2025
Highlights of this Special Edition Newsletter: What Is a Next of Kin Box? Key Components Benefits Supporting Our Community: Kalamazoo...
Apr 103 min read
January Quarterly Newsletter - 2025
Highlights of this Special Edition Newsletter: Inflation-Mandated Tax Changes for 2025: Estate and Lifetime Exemption Annual Exclusion...
Jan 163 min read
October Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: LVM’s Year-End Financial Planning Checklist The Presidential Cycle, Congressional Make-up,...
Oct 8, 20244 min read
July Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: Spring storm updates LVM celebrates its 37th year! Continuing LVM’s focus on online...
Jul 10, 20243 min read
April Quarterly Newsletter - 2024
Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...
Apr 18, 20242 min read
January Quarterly Newsletter - 2024
The Looming Revert The tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what they...
Jan 26, 20245 min read
October Quarterly Newsletter - 2023
Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...
Oct 12, 20235 min read
July Quarterly Newsletter - 2023
Highlights of this Special Edition Newsletter: LVM's 35th Anniversary Celebration TD Ameritrade accounts transitioning to Charles Schwab...
Jul 25, 20232 min read
April Quarterly Newsletter - 2023
Highlights of this Newsletter: Save the Date for LVM's 35th Anniversary Celebration -- Thursday, June 29 in Portage, MI TD Ameritrade...
Apr 4, 20233 min read
January Quarterly Newsletter - 2023
Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...
Jan 8, 20233 min read
October Quarterly Newsletter - 2022
Highlights of this Newsletter: LVM's Year End Financial Planning Checklist Estate Planning Is Lifetime Planning Check out our latest...
Oct 5, 20225 min read
July Quarterly Newsletter - 2022
Highlights of this Newsletter: Benefits of the Roth IRA Traditional IRA vs Roth IRA Tax considerations Income Limits Backdoor Roth IRA...
Jun 28, 20223 min read
April Quarterly Newsletter - 2022
Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...
Apr 11, 20222 min read
January Quarterly Newsletter - 2022
Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...
Jan 10, 20224 min read
October Quarterly Newsletter - 2021
Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...
Oct 6, 20214 min read
July Quarterly Newsletter - 2021
Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...
Jul 20, 20216 min read
April Quarterly Newsletter - 2021
**************************************************************************************Congratulations to Nicholas Macksood on being...
Apr 6, 20215 min read
January Quarterly Newsletter - 2021
Highlights of this Newsletter: Celebrating 20 years at LVM - Charles Prudhomme and Linda Crawford IRS Issues New RMD Tables for 2022! LVM...
Jan 11, 20215 min read
October Quarterly Newsletter
Highlights of this Newsletter: Celebrating 30 years at LVM - David Cleveland and Len Harrison Surge in COVID-19 Scams Incapacity and...
Sep 30, 20205 min read
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