What is Your Financial Destination?
When it comes to making financial decisions for yourself, family, or business, knowledge, objectivity, and sound advice matter. At Gulish & Associates, Inc., everything we do is aimed to help individuals, families, and businesses understand their financial opportunities and plan for a strong future.
We believe in working with our clients through an in-depth process to understand what matters most to them and how their financial plan can help them pursue their goals. Before crafting recommendations, we spend a great deal of time getting to know our clients and building a trusted relationship. Contact us today to start working with a team of financial professionals that puts you and your needs first.
Helpful Content
Rightsizing for Retirement
What does your home really cost?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.