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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

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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