At Gatewood Wealth Solutions, we're not just about preparing for the best; we're about being ready for the worst. Our approach to retirement income planning revolves around a core philosophy: keeping our clients "Bear Market Ready, but Bull Market Positioned." In this blog post, we'll delve into our robust methodology for cash management in retirement, highlighting the importance of cash reserves and strategic investment planning. https://hubs.la/Q02rkkDp0
Gatewood Wealth Solutions
Financial Services
St Louis, Missouri 2,354 followers
Wealth Management | Investments | Financial Planning
About us
At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide clients on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards. We start with your vision for your family’s future. With your goals as our objective, we chart the appropriate course to help set you up for success. This involves a complex consideration of all aspects of your financial life, from income and estate tax planning to risk management. We run the numbers, weigh the appropriate level of risk and develop an appropriate plan that’s completely custom for you and your family. Then, we employ our time-tested investment approach, comprehensive and dynamic technology and financial behavior coaching to help ensure you stay on track toward reaching your goals. Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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https://www.gatewoodwealth.com/
External link for Gatewood Wealth Solutions
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- St Louis, Missouri
- Type
- Privately Held
- Founded
- 1981
- Specialties
- Retirement Planning, Wealth Management, Financial Planning, Tax Planning, Education Planning, Charitable Giving, Insurance Planning, Income Tax Planning, Comprehensive Financial Planning, Comprehensive Wealth Planning, Financial Behavior Coaching, Integrated Enabling Technology, and Estate Planning
Locations
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Primary
1401 S Brentwood Blvd
St Louis, Missouri 63144, US
Employees at Gatewood Wealth Solutions
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John Gatewood, CFP®, CLU®
Founder of Gatewood Wealth Solutions
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Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®
Chief Executive Officer at Gatewood Wealth Solutions
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Brian McGeehon, CFA®
Co-Owner of Gatewood Wealth Solutions
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Jared Freese, CFP® , CEPA , ChFC®, CLU®
Private Client Care | High Net Worth | Wealth Advisor
Updates
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Overseeing a company’s 401(k) or other employer-sponsored retirement plan, carries significant responsibilities that directly impact the financial wellness of your employees and the compliance of your plan. Ensuring that you follow fiduciary best practices is essential for managing risk, optimizing plan performance, and safeguarding against costly errors or litigation. Our team put together some additional best practices to follow: https://lnkd.in/gPWRwFqt
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Medicare is complex with many different moving parts involved. Here are five tips to help you plan and prepare so you do not get caught off guard by the nuances of Medicare. https://lnkd.in/eBkvtzvH
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Join us LIVE for our September Monthly Market Insights Broadcast! Today at 3:30 PM CT we discuss the S&P 500 and how the recent drop in rates might impact the stock market and economy. Join by our hosts Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® and Chris Arends, CFA, CMT, CAIA - tune in for professional insight on today's current events. Click the link below to join the premiere on YouTube! https://bit.ly/3B9Y5US
WATCH LIVE at 3:30 PM CST
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401(k) and other retirement plan limits can be frustrating for people earning more than $250,000 per year who want to utilize tax-advantaged investments for their long-term financial goals. As an employee at a company, you don’t have as much control over retirement vehicles as a business owner does. Your plan may limit you to $23,000 per year if you’re under 50 in 2024. Here is where you can save once you’ve maxed out your employer-sponsored retirement plan, along with some of the tax implications of each option.
Where High Earners Can Save After Maxing Employer Retirement Plans
advisorstream.com
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We're hiring for a new role! We are looking for a full time Business Development Specialist whose main responsibilities will be to engage leads, schedule discovery meetings, and provide support during the sales process. If this interests you, or someone you may know, you can learn more about the role and apply at https://lnkd.in/ecGQr8iG
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The 401(k) plan is an excellent way for HENRYs, high earners not rich yet, to save for retirement. Hitting the maximum contribution limit is a goal many work toward to reap the benefits of this tax-deferred saving strategy fully. But what happens after you have maxed out your 401(k) contributions? What are your other options for saving for an independent and comfortable retirement? This article provides additional investment strategies for HENRYs seeking to elevate their retirement savings outside their 401(k) plan. https://lnkd.in/eJu7Rq5d
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Data breaches and cybersecurity attacks are becoming more and more common. According to a report by the Identity Theft Resource Center, more than one billion people were affected by data breaches in the second quarter of 2024, marking a 1,073% increase compared to the same period in 2023. Incidents like the April 2024 AT&T attack, and the most recently reported National Public Data breach, are just some of the high-profile examples that emphasize the need for consumers to protect their personal information. If you think you may have been impacted, take the following steps to safeguard your identity, protect your finances , and prevent further issues.
7 Crucial Actions Consumers Should Take After A Data Breach
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What are the biggest blunders families make in planning to fund college?
Here Are the Biggest College Funding Mistakes, According to Financial Advisors
advisorstream.com