Financial Wisdom From The Advisor Who Loves You
In the garden of your life, we seek to grow and harvest your wealth. At Gaia Wealth Management, we believe financial plans are living, breathing things that must be nurtured with careful attention. Through all seasons, we encourage patience and discipline as we remain focused on the long-view.
For over 15 years, we have been dedicated to guiding clients towards a more bountiful financial future. From providing financial education to building custom strategies, we serve as your financial advocate. As a fully independent firm, we focus our expertise entirely on your best interests.View our Services
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing the rules may help you decide when to start benefits.
Healthy habits are one of the greatest gifts to give your child.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Do you know how to set up your financial goals for success? This knight does.
That big list of dreams and goals isn't the only way to look at your bucket list.