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Financial Fitness Academy Thinking Outside the Box What’s your probability of Retiring Comfortably? Check Out Our Recent Book

Retirement should not be about sacrifice...

We will guide you through the many retirement planning concerns of today and help turn ideas into action.

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It’s always a good idea to begin to prepare for your future. Gate City Advisors can help you begin to plan for your future with retirement plans. Our professionals will guide you through this perplexing process by providing a one-on-one consultation when you sign up for our corporate retirement plans or individualized ones. We’ll also come talk to your business when you decide on hiring Gate City Advisors for your 401(k)s. We set our company apart because we strive to not only sign you up for a retirement plan, but ensure you understand what you are signing up for. Whether you’re interested in retirement plans as a corporation or as an individual, Gate City Advisors will strive to make sure your future is bright.

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How Financial Advisors Are Compensated

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Read this overview to learn how financial advisors are compensated.


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The uncertainties we face in retirement can erode our sense of confidence.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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A presentation about managing money: using it, saving it, and even getting credit.

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Learn more about taxes, tax-favored investing, and tax strategies.

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The importance of life insurance, how it works, and how much coverage you need.

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Here is a quick history of the Federal Reserve and an overview of what it does.

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