If a windfall has come your way, or you anticipate inheriting money or selling your company, be sure to speak to a financial professional early on. A financial professional can offer a holistic support network, with connections that can help you build a team of trusted experts.
[+] Full Article 2020 IRA Deadlines Are Approaching - 02/01/21
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline for making prior year annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts.
[+] Full Article
COVID-19 Staffing Update
March 18, 2020
To our GCSB Investment Center clients: Beginning Wednesday, March 18, 2020 (and until further notice), we will serve you by appointment only in our offices, by phone or by email. This is a necessary move for the safety of our clients and our employees, as well as the community. Please remember that you have access to your accounts through client portals and you can still call and email us! Watch our website and social media channels for updates. We apologize for any inconvenience but this is necessary to stop the spread of COVID-19. Question? Call us at 641-755-2799 or email us at email@example.com or firstname.lastname@example.org.