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

It's our job to know YOUR retirement better than you!

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

Learn More
 

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.

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow