You’re About to Retire: Here are 7 Tips to Stay Independent
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Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, l
Gatewood Wealth Solutions
- Feb 12
- 2 min
How Portfolio Diversification Can Be Sweet Like a Box of Chocolates
In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio...
27 views
Gatewood Wealth Solutions
- Feb 4
- 3 min
Strategizing for Success: The Parallels Between Estate Planning and a Super Bowl Game Plan
Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan...
14 views
Gatewood Wealth Solutions
- Jan 29
- 2 min
7 Tips for Near Retirees to Protect Their Financial Data
While protecting your financial data has always been important, it grows even more critical as you start planning for retirement. From...
37 views
Gatewood Wealth Solutions
- Jan 22
- 2 min
Protecting Your Tax Identity Doesn't Have to Be Taxing
When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft...
36 views
Gatewood Wealth Solutions
- Jan 15
- 7 min
High-Net-Worth Retirement Planning: 6 Ideas to Help You Get Your Finances in Order
Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything...
58 views
Gatewood Wealth Solutions
- Jan 8
- 3 min
4 Tax Planning Tips for High-Net-Worth Families
Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to...
47 views
Gatewood Wealth Solutions
- Jan 4
- 3 min
How GWS Structures Our Client Care Teams
While some firms take the traditional, one-client-to-one-advisor approach, we set the standard on a true family-to-firm approach.
252 views
Gatewood Wealth Solutions
- Jan 1
- 3 min
Ringing in the New Year in Your Golden Years
Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health,...
29 views
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