A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.
[+] Full Article Good Financial Steps to Take When You Get Married - 09/12/17
If you’re going to say “I do,” here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list.
[+] Full Article
GCSB Investment Center originated in 2002 to provide investment and retirement products to clients interested in exploring their financial options and meeting their financial goals. Through IBA Securities, a division of Broker Dealer Financial Services Corp, we offer a wide variety of products including individual, retirement and corporate investment accounts. 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 make recommendations at no cost and with no obligation.
Comprehensive financial planning is also available which takes into consideration your entire financial picture – income, expenses, savings, retirement age, debt, college planning, estate planning, taxes, etc. – as well as your retirement goals like a second home, the ability to travel or possibly early retirement. This plan is reviewed annually and recommendations are made based on your changing financial picture and market conditions.
We know managing your investment portfolio can be overwhelming and frustrating, particularly if you have accounts with multiple companies or advisors. We often work with clients who have left a 401(k) or other retirement-type investment with a previous employer’s retirement plan because they didn’t want to deal with the perceived hassle of transferring the account. These types of transactions also have complex tax rules and can lead to potential adverse tax consequences if handled incorrectly.
GCSB Investment Center can help you consolidate your accounts and manage your portfolio with more intention and a solid strategy tailored to your specific needs. With our expertise, we will help you initiate the rollovers and transfers, assist you with the paperwork and work with you to streamline your reports. The result? You have more time to enjoy doing what you do, while we use our expertise to help manage your hard-earned investment dollars.
We offer a wide range of products and services for most of your investment needs.