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 Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Apps that help small business owners better manage and grow their business.
Simple steps may help you foil hackers and protect your privacy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Healthy habits are one of the greatest gifts to give your child.
What can be learned from the savings rate?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?