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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Is your estate in order? This short quiz may help you assess your overall strategy.
When you’re married and have children, insurance needs will be different.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A letter of instruction provides additional and more personal information regarding your estate.
Do your insurance needs stay the same when the nest empties?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how to set up your financial goals for success? This knight does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?