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.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Even if you’re young and single, you should still consider protecting yourself.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
All about how missing the best market days (or the worst!) might affect your portfolio.
That big list of dreams and goals isn't the only way to look at your bucket list.