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
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Beware of these traps that could upend your retirement.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
A few strategies that may help you prepare for the cost of higher education.
Learn how to address the challenges that women face when planning for retirement.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn a little about worldwide currency in this fun infographic
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
A couple become Retirement Plan Detectives, searching records from old employers.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.