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Unlocking Tax Credits for Small Business Owners: How the SECURE Act Can Help You Save
By Todd Pouliot, AIF As a small business owner, offering a retirement plan to your employees is a great way to attract and retain top...
7 minutes ago


The Impact of Roth Conversion Option on Thrift Savings Plan (TSP): What You Need to Know
In November 2024, Thrift Saving Plan  (TSP) officials announced a significant update that will affect the lives of all 4.1 million...
Mar 29

Federal Employees- The Fork in the Road
Federal Employees- The Fork in the Road Embrace possibilities with Gateway Financial—the pathway to your promising future. This option...
Jan 30


Maximizing Your Health Savings Account (HSA): Strategies for Tax Planning and the Beneficiary Burden
Health Savings Accounts (HSAs) are powerful financial tools that offer numerous benefits for those looking to save for healthcare...
Sep 27, 2023


What are the all-in costs of a Fixed Indexed annuity?
Annuities are highly complicated financial products. One of the main factors you should consider is commissions. Why, because I used to...
Sep 6, 2023


Why are annuities so difficult?
First, why did I write this? In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales...
Sep 6, 2023


Whether the cost of college is worth it
While the cost of college continues to rise, the decision of whether it is worth it ultimately depends on an individual's unique...
Jul 10, 2023


Traditional TSP vs. Roth TSP: Understanding the Differences
Traditional TSP vs. Roth TSP: Understanding the Differences When planning for retirement, one crucial aspect to consider is choosing the...
May 16, 2023


What type of Tax Planning do I need? 5 most common items
As the tax season ends, individuals and businesses are beginning to consider their tax liabilities and look for ways to minimize them in...
Apr 26, 2023