Moving on Up!Exciting things are happening at GCSB Investment Center! Our small but mighty team of two has moved to the upper level in the Guthrie Center office. The team now has a dedicated area on the upper level with private offices and a quieter space to discuss your investment strategies. Stop in sometime to see our new space!
Kristen Celebrates 20 Years!In July 2021, Kristen Crouthamel, AIF® - Financial Advisor, celebrated 20 years in the investment advice industry. Read more here about how Kristen got her start in her career, and other fun facts about Kristen!
Key Provisions of the CARES ActThe CARES Act brought stimulus checks for some Americans, but it also has implications for retirement saving and spending. GCSB Investment Center is here to help you unravel what the CARES Act could mean for you.
The SECURE ActSigned into law in late 2019, The SECURE Act creates significant changes in retirement savings and spending laws. This includes changes for small business owners as well as those who are at or nearing retirement. Find out more.
4+4 PhilosophyAt GCSB Investment Center, we believe in a communication philosophy that builds a strong relationship and a frequent feedback loop, so your investment portfolio is uniquely built for your needs and you know how exactly what is happening.
Questions to Ask Your Financial AdvisorHave you reviewed or adjusted your investments and retirement plans lately? Does your advisor earn commissions based on the trades they place or the products you buy from them? Click here to learn about Accredited Investment Fiduciary designation.
GCSB Investment Center originated in 2002 to provide investment, insurance and retirement planning advice for our clients. We offer a wide variety of solutions for individuals and businesses. Whether planning for retirement, a child’s upcoming college tuition or to review your current investment strategy, now is a great time to sit down with our Financial Advisor. We will review your portfolio and discuss recommendations at no cost and with no obligation.
At GCSB Investment Center, we believe in a client-first, holistic, goals-based approach to your financial plan and investments. We have the independence, flexibility, strategic partners, and outside resources to help you achieve and exceed your financial goals and to live the life you dream about.
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement. One of the biggest changes was the changes to the age in which you must start your Required Minimum Distributions (RMD).
[+] Full Article New Retirement Contribution Limits for 2023 - 12/01/22
The Internal Revenue Service (IRS) has released new contribution limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.
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