https://www.gatewoodwealth.com/blog-content Articles from our advisors and specialists on topics like retirement, taxes, estate planning, investing and cash management. New posts each and every week. en Thu, 29 Oct 2026 17:51:56 GMT 2026-10-29T17:51:56Z en https://www.gatewoodwealth.com/blog-content/financial-ghosts-7-forgotten-accounts-and-documents-that-could-haunt-your-family <div class="hs-featured-image-wrapper"> <a href="https://www.gatewoodwealth.com/blog-content/financial-ghosts-7-forgotten-accounts-and-documents-that-could-haunt-your-family" title="" class="hs-featured-image-link"> <img src="https://www.gatewoodwealth.com/hubfs/BLOG%20-%20Financial%20Ghosts-1.png" alt="Financial Ghosts: 7 Forgotten Accounts and Documents That Could Haunt Your Family" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span style="line-height: 20.925px;">Financial ghosts are the accounts and documents that quietly drift out of sight over the years. The seven most common are old 401(k)s from former jobs, outdated beneficiary designations, dormant bank accounts, forgotten life insurance policies, matured savings bonds, estate documents that haven't kept up with life, and digital accounts no one else can access. </span></p> <div class="hs-featured-image-wrapper"> <a href="https://www.gatewoodwealth.com/blog-content/financial-ghosts-7-forgotten-accounts-and-documents-that-could-haunt-your-family" title="" class="hs-featured-image-link"> <img src="https://www.gatewoodwealth.com/hubfs/BLOG%20-%20Financial%20Ghosts-1.png" alt="Financial Ghosts: 7 Forgotten Accounts and Documents That Could Haunt Your Family" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span style="line-height: 20.925px;">Financial ghosts are the accounts and documents that quietly drift out of sight over the years. The seven most common are old 401(k)s from former jobs, outdated beneficiary designations, dormant bank accounts, forgotten life insurance policies, matured savings bonds, estate documents that haven't kept up with life, and digital accounts no one else can access. </span></p> <img src="https://track.hubspot.com/__ptq.gif?a=45695626&amp;k=14&amp;r=https%3A%2F%2Fwww.gatewoodwealth.com%2Fblog-content%2Ffinancial-ghosts-7-forgotten-accounts-and-documents-that-could-haunt-your-family&amp;bu=https%253A%252F%252Fwww.gatewoodwealth.com%252Fblog-content&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Estate Planning Financial Planning Mon, 26 Oct 2026 13:00:00 GMT cole.milam@gatewoodwealth.com (Cole Milam, CFP®, MBA) https://www.gatewoodwealth.com/blog-content/financial-ghosts-7-forgotten-accounts-and-documents-that-could-haunt-your-family 2026-10-26T13:00:00Z https://www.gatewoodwealth.com/blog-content/dont-itemize-your-2026-charitable-gifts-may-now-be-deductible <div class="hs-featured-image-wrapper"> <a href="https://www.gatewoodwealth.com/blog-content/dont-itemize-your-2026-charitable-gifts-may-now-be-deductible" title="" class="hs-featured-image-link"> <img src="https://www.gatewoodwealth.com/hubfs/Your%202026%20Charitable%20Gifts%20May%20Now%20Be%20Deductible-1.png" alt="Don’t&nbsp;Itemize? Your 2026 Charitable Gifts May Now Be Deductible" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p style="color: #1f3042; line-height: 24px;"><span>Many taxpayers who claim the standard deduction have long assumed they receive no tax benefit from charitable giving. Beginning with 2026 tax returns, that changes.</span></p> <div class="hs-featured-image-wrapper"> <a href="https://www.gatewoodwealth.com/blog-content/dont-itemize-your-2026-charitable-gifts-may-now-be-deductible" title="" class="hs-featured-image-link"> <img src="https://www.gatewoodwealth.com/hubfs/Your%202026%20Charitable%20Gifts%20May%20Now%20Be%20Deductible-1.png" alt="Don’t&nbsp;Itemize? Your 2026 Charitable Gifts May Now Be Deductible" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p style="color: #1f3042; line-height: 24px;"><span>Many taxpayers who claim the standard deduction have long assumed they receive no tax benefit from charitable giving. Beginning with 2026 tax returns, that changes.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=45695626&amp;k=14&amp;r=https%3A%2F%2Fwww.gatewoodwealth.com%2Fblog-content%2Fdont-itemize-your-2026-charitable-gifts-may-now-be-deductible&amp;bu=https%253A%252F%252Fwww.gatewoodwealth.com%252Fblog-content&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Tax Planning Mon, 19 Oct 2026 13:00:00 GMT monica.mcdaniel@gatewoodwealth.com (Monica McDaniel) https://www.gatewoodwealth.com/blog-content/dont-itemize-your-2026-charitable-gifts-may-now-be-deductible 2026-10-19T13:00:00Z https://www.gatewoodwealth.com/blog-content/financial-planning-before-after-a-divorce-a-guide-for-women-navigating-lifes-transition <div class="hs-featured-image-wrapper"> <a href="https://www.gatewoodwealth.com/blog-content/financial-planning-before-after-a-divorce-a-guide-for-women-navigating-lifes-transition" title="" class="hs-featured-image-link"> <img src="https://www.gatewoodwealth.com/hubfs/Financial%20Planning%20Before%20and%20After%20Divorce%20A%20Guide%20for%20Women.png" alt="Financial Planning Before and After Divorce: A Guide for Women" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p style="color: #1f3042; line-height: 24px;"><span>After a divorce is final, financial planning works best in stages:</span></p> <div class="hs-featured-image-wrapper"> <a href="https://www.gatewoodwealth.com/blog-content/financial-planning-before-after-a-divorce-a-guide-for-women-navigating-lifes-transition" title="" class="hs-featured-image-link"> <img src="https://www.gatewoodwealth.com/hubfs/Financial%20Planning%20Before%20and%20After%20Divorce%20A%20Guide%20for%20Women.png" alt="Financial Planning Before and After Divorce: A Guide for Women" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p style="color: #1f3042; line-height: 24px;"><span>After a divorce is final, financial planning works best in stages:</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=45695626&amp;k=14&amp;r=https%3A%2F%2Fwww.gatewoodwealth.com%2Fblog-content%2Ffinancial-planning-before-after-a-divorce-a-guide-for-women-navigating-lifes-transition&amp;bu=https%253A%252F%252Fwww.gatewoodwealth.com%252Fblog-content&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Financial Planning Mon, 12 Oct 2026 13:00:00 GMT christina.shockley@gatewoodwealth.com (Christina Shockley, JD, CFP®) https://www.gatewoodwealth.com/blog-content/financial-planning-before-after-a-divorce-a-guide-for-women-navigating-lifes-transition 2026-10-12T13:00:00Z