RESOURCES
Thank you for visiting the resources section of our website. This page is designed to be an educational resource for our clients, prospective clients and other business professionals.
WORKSHOPS
Income Tax and Social Security Planning Workshops
Would you like the know that you are making the correction decisions on your Social Security claiming options? Are you maximizing all the allowable dedications for taxes. Should you do Roth conversations? If you're not sure you should attend one of our workshops. Click the link above to learn more and to sign up.
Retirement Plan Sponsor Workshops
Are you partly responsible for managing your company's retirement plan, 401(k) or 403(b)? Gate City Advisors is committed to providing education resources to Plan Sponsors to help them better manage their company sponsored retirement plan. Click the above link to view and sign up for a workshop.
BLOGS
Tax and Social Security Blogs
Learn valuable tax and social security strategies. Visit the link above to watch videos and learn more.
Retirement Plan Blogs
Jonathon shares ideas from his book on how to manage your Fiduciary Responsibility and how to help your participants prepare for a more successful retirement. Click the link about to view his blog post and videos for more valuable information.
BOOKS
The book disTRACKted, The Secret to Getting Americas Retirement Plans Back on Track
Jonathon Schultheiss shares how to make your retirement plan more successful for you and your employees. Learn how to manage your fiduciary responsibility and help you participants be better prepared for retirement. Click the link above to learn more about Jonathon's book and download your copy today.
VIDEOS AND CALCULATORS
Retirement
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Click the above link to view videos and calculators to help you better plan for retirement.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Click the above link to view videos and calculators to help you better plan your investments.
Estate
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Click the above link to view videos and calculators.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Money
Managing your money involves more than simply making and following a budget.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.