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
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Is your estate in order? This short quiz may help you assess your overall strategy.
An inside look at how marginal income tax brackets work.
One way to find money is to examine your current spending habits and eliminate money wasters.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
For women, retirement strategy is a long race. It’s helpful to know the route.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?