Why Your Advisor Isn’t Listening: The Skill the Industry Never Taught
John Gatewood, CFP®, CLU®, is the founder of Gatewood Wealth Solutions and the author of The Listening Advisor.
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Why Illinois Families Still Need an Estate Plan at $15 Million
Imagine it’s November 2024, and the Hendersons are sitting in a downtown Chicago conference room signing the final pages of a Spousal Lifetime Access Trust. ...
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How Gatewood Prepares Families for Whatever 2030 Brings
If you cannot predict exactly when the next major downturn arrives, what is the smartest thing you can do right now?
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What If the Forecast Is Right, But the Strategy Is Wrong?
A Closer Look at ITR Economics’ 2030 Depression Call and Why We See It Differently
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Inflation and Purchasing Power: The Silent Risk in Retirement
What is the biggest risk you face in retirement? If you said the stock market, you are not alone. Most retirees point to market volatility as the thing that ...
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Teaching the Next Generation How to Think About Wealth
What would happen if your children received your life’s work tomorrow—without warning, without preparation, without any understanding of what you intended it ...
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Your Year-End Insurance Review: Protecting What Matters Most
Meet the Johnsons. For the past decade, they’ve diligently reviewed their investment portfolio each quarter, rebalanced their 401(k) annually, and maximized ...
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How To Talk To Your Family About Money & Legacy This Holiday Season
When was the last time your family talked openly—not about who gets what, but about what it all means? Picture this: It’s Thanksgiving evening. The dishes are ...
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Finish Strong: Financial Rituals to Lock In Your Year-End Success
What if finishing this year strong matters more than how you start the next one? Most people dream about fresh starts in January—new goals, clean slates, bold ...
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19 Questions That Reveal Whether Your Advisor Is Worth Your Trust
What if the financial advisor you choose ends up mattering more than the investments themselves? It’s a question most people never consider—until it’s too late.
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The Cash Strategy That Could Transform Your Wealth in 2025
What if the money sitting in your savings account—the cash you think isn’t “working hard enough”—is actually your most powerful wealth-building tool?
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9 Rules of Thumb for 'High Earners, Not Rich Yet'
Meet Lauren and Matt, a young couple in their early 30s. Lauren is a rising marketing executive, while Matt is a software engineer rapidly climbing the ...
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