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Friday, April 13, 2018

Learn More! Congress recently passed and the President signed the most significant change in tax law in over three decades with the Tax Cut and Jobs Act. Staying away from the political aspects of the law we at Gate City Advisors want...

 

Monday, April 9, 2018

Come join us on April 26th to learn more about managing you health care expenses in retirement. Managing Partner Sherwood Greer CFP®, RICP® will cover what Baby Boomers need to know about Medicare and Long-Term Care. Focusing...

 

Tuesday, March 13, 2018

Starting your own 401k at a job can be overwhelming. You’re learning to prepare for your future and what you should expect when you retire. While you may be a few years or a couple of decades from retirement, a 401k will help you...

 

Tuesday, March 13, 2018

Retirement is something that a lot of people brush off because it’s so far in the future. While planning for your future is strongly encouraged to ensure you’re taken care of, a majority of Americans brush it off. In What...

 

Tuesday, March 13, 2018

Did you know that the average American is extremely behind on savings? Most Americans are unable to afford a $400 emergency if it were to come up. With so many companies turning away from the common pension plan, the average American...

 

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Tuesday, March 13, 2018

When to Claim Social Security Benefits: Let’s talk about one of the most important decisions you will make in your retirement planning. When to claim your social security benefits. There is a lot of confusion out there so I hope...

 

Friday, March 9, 2018

For individuals who have turned age 70 ½ and are subject to a Required Minimum Distribution (RMD) there is an exciting opportunity to take advantage of the Qualified Charitable Distribution (QCD) to remove the amount of your...

 

Thursday, February 8, 2018

On February 5, the Dow Jones Industrial Average took an unprecedented fall. The benchmark dropped 1,175 points, and it was down 1,500 points at one moment during the trading day.1,2 Monday’s Dow loss was severe, but not as...

 

Friday, February 2, 2018

Jonathon Schultheiss, Gate City Advisors Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers GREENSBORO, NC, January 30, 2018 – Gate City Advisors is pleased to announce Jonathon Schultheiss, CRPS®,AIF®, PPC®,...

 

Wednesday, January 10, 2018

What advice do you think the future "retired" you would give the you today? Do you think they would say that you saved too much for retirement? Probably not. Would they say that you weren't able to live that "retirement dream" that you...

 

Tuesday, January 9, 2018

At Gate City Advisors we work with several different retirement plans. We often discuss different plan design options with our clients. We teach them how to get the most out of their small business 401k/403b. One of the most common...

 

Tuesday, January 2, 2018

Have you ever wondered what it means to be a “Fiduciary?” The word “fiduciary” seems to be thrown around a lot these days. A Fiduciary is someone who is responsible for someone else’s money and has a duty...

 

Wednesday, December 27, 2017

Important Numbers Related to Social Security: 35 - This number represents the 35 years of your highest earnings that are calculated towards your retirement income benefit. If you do not have 35 years of earnings credited you will add...

 

Friday, December 22, 2017

Knowing the proper time to claim your Social Security could make a big difference in your retirement. That's where we can help. Click the link below to have a conversation with Sherwood Greer, our Social Security expert.

 

Wednesday, December 20, 2017

 

Monday, December 11, 2017

Do you and your employees dread boring 401k meetings? Is your advisor putting you to sleep? If your plan needs an energy boost Gate City Advisors can help. Click the link below if you’d like to schedule a quick conversation...

 

Thursday, December 7, 2017

When to Claim Social Security Benefits: Let’s talk about one of the most important decisions you will make in your retirement planning. When to claim your social security benefits. There is a lot of confusion out there so I hope...

 

Friday, August 25, 2017

What’s your employee’s lack of financial education costing your company? A recent CNN Money article states, 6 out of 10 Americans would not be able to cover an unexpected bill of $500. How would that unexpected $500 bill...

 

Thursday, August 24, 2017

Four Financial Ideas On Your Work Anniversary It’s another anniversary and a good time to reflect on where you are in your career both professionally and financially. It couldn’t be a better time to also take stock of where...

 

Tuesday, August 22, 2017

There are few things in life that deserve a glass of champagne more than a well-earned promotion. After years of blood, sweat, and tears, your company has finally recognized your efforts and decided to move you into a more meaningful...

 

Tuesday, August 15, 2017

An account has $100 in it; Britain leaves the EU now the account has $75, a twenty-five per cent decrease. How much must the account appreciate to regain its $100 balance? A similar account has $100 in it, either of the two US...

 

Tuesday, August 8, 2017

I can remember as a child my dad coming home on Fridays and announcing to my brother and I that we were going to go camping, go to the beach, or take a quick trip to DC or some other city. Now that my wife and I have kids we find...

 

Tuesday, August 1, 2017

Imagine a world in which there is a plan for your money, where your investments have specific purposes, specific timelines and your investments are an organic byproduct of a defined process. Imagine an experience which does not begin...

 

Thursday, July 6, 2017

Laid Off? Changed Jobs? Now What?....

 

Monday, June 12, 2017

Gate City Advisors congratulates our own Elliott J Culp, MBA and all graduates of the 2017 Leadership Greensboro program. This program sponsored by the Greensboro Chamber of Commerce prepares and nurtures citizens to assume leadership...

 

Monday, June 12, 2017

It is with great pleasure that we at Gate City Advisors congratulate our very own Jenna Barcley (f.k.a. Jenna van Eyk) and Leo Barcley on their wedding. May your marriage be one of faith, love, understanding, and commitment to each...

 

Thursday, June 8, 2017

Measuring the Value of a Financial Advisor Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

 

Wednesday, May 10, 2017

Click below to have a phone conversation to discuss you Target Date Funds today! Sign Up for Jonathon's book disTRACKted below Thanks for signing up! Get Your Copy of disTRACKted Today! Take the first steps to getting your retirement...

 

Wednesday, May 10, 2017

Are your participants "On Track" for retirement? Do they enjoy coming to your employee education meetings? Learn what we do to engage with participants and create excitement about our education meetings.

 

Friday, April 28, 2017

Learn about the book disTRACKted and sign up for ideas and strategies to help make your retirement plan more successful.

 

Wednesday, March 29, 2017

 

Monday, March 27, 2017

Are you financially fit? Find out in just 10 minutes by participating in our Financial Fitness Checkup™. Click Here to complete your check up today.

 

Sunday, March 26, 2017

"The 2 most important days in a persons life are the day they were born and the day they figure out why." - Mark Twain The statistics above highlight some of the reasons why I wrote the book disTRACKted. Americans seem to be facing a...

 

Thursday, December 22, 2016

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹ The executor will have the option of valuing the estate on the date of death,...