- Tax Planning
- Income Tax
- Investment ManagementBy sharing our knowledge of modern investing principles with you, and by aligning those principles with your personal goals and aspirations, we help you develop the confidence and discipline necessary to achieve superior results through all market cycles.
- Wealth ManagementOur clients benefit by working directly with their own experienced wealth advisor – a resource who not only skillfully orchestrates the efforts of each client’s existing team of professionals, such as CPAs and attorneys, but also brings to the table a deep bench of talent with specialists in every aspect of investing and wealth management.
- Financial PlanningWith healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
- Retirement PlanningHow many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
- Long Term Care
- Asset ManagementWe are proponents of evidence-based investing. The evidence is compelling that investors have higher expected returns when they reject actively managed funds and invest in a globally diversified portfolio of low-management-fee index or asset-class funds, in an asset allocation appropriate for them.
- College FundingFor more information and/or to sign up for our college-planning newsletter, visit our college planning site www.CollegeGamplan.com. You can also generate a FREE college planning report using the link below.