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
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
An inside look at how marginal income tax brackets work.
This worksheet can help you estimate the costs of a four-year college program.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
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.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.
That big list of dreams and goals isn't the only way to look at your bucket list.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate conservation is too important to put off. Do you have a smart exit strategy?