The Gatewood Blog: Insights for Life’s Key Moments

Explore our blog for insights and practical advice to build enduring wealth with purpose.

Learn More Get Started
Our blog provides expert insights to help you build enduring wealth with purpose. Whether you’re accumulating, activating, enjoying, or giving wealth, Gatewood Wealth Solutions is here to guide you through life’s financial complexities. Explore our latest articles to gain the confidence you need to navigate life’s key moments with clarity and purpose.
Trump Accounts: What’s Changed and What Families Should Know in 2026

Daniel Goeddel MBA | Partner | Chief Operating Officer

Trump Accounts: What’s Changed and What Families Should Know in 2026

02.27.26

Trump Accounts launch in 2026 with government seed funding and potential philanthropic enhancements. Here’s what parents need to know about eligibility, taxes and how these accounts compare to 529 and custodial options.

Read More
 Inflation and Purchasing Power: The Silent Risk in Retirement

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

Inflation and Purchasing Power: The Silent Risk in Retirement

02.23.26

Market volatility gets attention, but inflation may be the greater long-term threat to retirement. Here’s how purchasing power erodes and what thoughtful planning can do about it.

Read More
 Zero Panic Selling: How Our Clients Survived the 2025 Crash and Came Out Swinging

Daniel Goeddel MBA | Partner | Chief Operating Officer

Zero Panic Selling: How Our Clients Survived the 2025 Crash and Came Out Swinging

02.18.26

During the 2025 tariff-driven market correction, Gatewood clients stayed disciplined, avoided panic selling, and participated in the recovery. Here’s how the Fortress Gatewood strategy served them in real time.

Read More
 “Tax with Lax”: Analyzing the Tax Return Beyond the Refund

Brandon Laxton CFP® | Wealth Planner

“Tax with Lax”: Analyzing the Tax Return Beyond the Refund

02.16.26

Tax with Lax is our tax planning series with Wealth Planner, Brandon Laxton. He shared how, when reviewed intentionally, a tax return offers a deeper view into income patterns, planning behavior, and missed opportunities—making it one of the most valuable tools in thoughtful financial planning.

Read More
 Why Tax and Cash Flow Decisions Matter When Others Depend on You

Brian McGeehon MAcc CFA® CLU® | Partner | Chief Financial Officer | Wealth Advisor

Why Tax and Cash Flow Decisions Matter When Others Depend on You

02.09.26

When financial decisions impact more than just you, tax and cash flow considerations take on greater importance. Understanding how these decisions ripple outward helps families and business owners plan with clarity and responsibility.

Read More
 Teaching the Next Generation How to Think About Wealth, Not Just Inherit It

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

Teaching the Next Generation How to Think About Wealth, Not Just Inherit It

02.02.26

Teaching the next generation how to think about wealth helps prepare families for long-term stewardship. Learn how to pass on a mindset more than simply an inheritance to your future heirs.

Read More
 Are Your Assets Organized for Tax Efficiency in Retirement?

Nina Breen CFP® RICP® CPWA® | Wealth Planner

Are Your Assets Organized for Tax Efficiency in Retirement?

01.26.26

As you move closer to retirement, the focus shifts from saving to drawing income intentionally. How your assets are organized across taxable, tax-deferred, and tax-free accounts can influence taxes, flexibility, and how long your savings last. Understanding asset organization is an important step in preparing for a more coordinated retirement strategy.

Read More
 The Top 3 Tax Pillars: What to Consider as You Prepare to Sell Your Business

Micah Alsobrook CPFA® MBA | Retirement Plan Consultant

The Top 3 Tax Pillars: What to Consider as You Prepare to Sell Your Business

01.19.26

For many business owners, selling a company represents the largest financial transition of their lifetime. The decisions made in the years leading up to a sale—especially around taxes, structure, and timing—can significantly influence what comes next for both the owner and the people who depend on the business.

Read More
 Planning Beyond Yourself: Is Your Legacy Their Blueprint—Or Their Burden?

Christina Shockley JD CFP® | Chairman | Partner | Chief Planning Officer

Planning Beyond Yourself: Is Your Legacy Their Blueprint—Or Their Burden?

01.12.26

When your financial decisions affect more than just you, coordination becomes essential. Here are five ways to ensure your legacy supports the people who matter most.

Read More
Trump Accounts: What’s Changed and What Families Should Know in 2026

Daniel Goeddel MBA | Partner | Chief Operating Officer

Trump Accounts: What’s Changed and What Families Should Know in 2026

02.27.26

Trump Accounts launch in 2026 with government seed funding and potential philanthropic enhancements. Here’s what parents need to know about eligibility, taxes and how these accounts compare to 529 and custodial options.

Read More
 Inflation and Purchasing Power: The Silent Risk in Retirement

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

Inflation and Purchasing Power: The Silent Risk in Retirement

02.23.26

Market volatility gets attention, but inflation may be the greater long-term threat to retirement. Here’s how purchasing power erodes and what thoughtful planning can do about it.

Read More
 Zero Panic Selling: How Our Clients Survived the 2025 Crash and Came Out Swinging

Daniel Goeddel MBA | Partner | Chief Operating Officer

Zero Panic Selling: How Our Clients Survived the 2025 Crash and Came Out Swinging

02.18.26

During the 2025 tariff-driven market correction, Gatewood clients stayed disciplined, avoided panic selling, and participated in the recovery. Here’s how the Fortress Gatewood strategy served them in real time.

Read More
 “Tax with Lax”: Analyzing the Tax Return Beyond the Refund

Brandon Laxton CFP® | Wealth Planner

“Tax with Lax”: Analyzing the Tax Return Beyond the Refund

02.16.26

Tax with Lax is our tax planning series with Wealth Planner, Brandon Laxton. He shared how, when reviewed intentionally, a tax return offers a deeper view into income patterns, planning behavior, and missed opportunities—making it one of the most valuable tools in thoughtful financial planning.

Read More
 Why Tax and Cash Flow Decisions Matter When Others Depend on You

Brian McGeehon MAcc CFA® CLU® | Partner | Chief Financial Officer | Wealth Advisor

Why Tax and Cash Flow Decisions Matter When Others Depend on You

02.09.26

When financial decisions impact more than just you, tax and cash flow considerations take on greater importance. Understanding how these decisions ripple outward helps families and business owners plan with clarity and responsibility.

Read More
 Teaching the Next Generation How to Think About Wealth, Not Just Inherit It

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

Teaching the Next Generation How to Think About Wealth, Not Just Inherit It

02.02.26

Teaching the next generation how to think about wealth helps prepare families for long-term stewardship. Learn how to pass on a mindset more than simply an inheritance to your future heirs.

Read More

Testimonials

"Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives."

Read more
Dr. Boyd C.
Retired Corporate Executive 11.13.23

"My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions team developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least…"

Read more
Steve W.
Retired Business Owner 10.16.23

"My wife and I have known and worked with John Gatewood and his team for nearly a decade.  The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity.  I recommended Gatewood to friends and family - including my children - because their deep desire to help clients 'give purpose to their wealth' gives us all the opportunity to better serve our families and communities."

Read more
Dave M.
Corporate Executive 09.19.23

"Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them."

Read more
Carol S.
Corporate Executive 09.20.23

"My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a Gatewood client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management. The Gatewood team developed an integrated financial and retirement plan that we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses,…"

Read more
Phil P.
Retired Corporate Executive 09.20.23

"I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my…"

Read more
Tim M.
Partner/Attorney 09.22.23

"I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors. They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations. Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add…"

Read more
Joe H.
Retired Corporate Executive 09.25.23

"I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services.  They are a very efficient, effective, knowledgeable team that provides highly personalized, client-centered services.  If I didn't know better, I would think that I am their only client!  They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning.  They also have an excellent working relationship with a tax accounting firm.  All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings are well…"

Read more
Susan H.
Corporate Executive 09.26.23

"Partnering with Gatewood Wealth Solutions has been one of the best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me…"

Read more
Scott & Johanna S.
Business Owners 09.28.23

"Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come."

Read more
Gary B.
Corporate Executive 09.27.23

"I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him. It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to…"

Read more
Steve K.
Retired Corporate Executive 09.27.23

Testimonials Disclosure

The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Let’s Build Your Wealth with Purpose

Gatewood is here to guide you through life’s most complex financial decisions with expertise and care. Fill out the form to request a free consultation with our team today.

Learn More Get Started