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

Plan Today for Tomorrow's Retirement!

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.

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

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

Self-Employed Retirement Plans

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

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Your Cash Flow Statement

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Fed and How It Got That Way

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

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