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Medicare Enrollment Options for 2017-18
- 10/10/17
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
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
Products and Services
At GCSB Investment Center, we offer a variety of investment products and services to meet your short-term and long-term financial goals. Having a diversified mix of investments helps create a range of income sustaining options, growth opportunities, or both, within your portfolio. Some of our products and services include:
- Holistic Financial Plans
- Fee-Only Asset Management
- Group Retirement Plan Administration (SEP, SIMPLE, 401(k) and more)
- State & Public Employees Retirement Plans (403(b), 457/401(a))
- Retirement Savings & Planning
- Retirement Income Planning
- Social Security Analysis
- Stocks
- Mutual Funds
- Exchange Traded Funds (ETF’s)
- Unit Investment Trusts (UIT’s)
- Corporate Bonds
- Tax-Free Municipal Bonds
- Certificates of Deposit (CD)
- Additional Fixed Income Securities
- College Savings Plans
- Annuities
- Fixed
- Fixed Indexed
- Variable
- Alternative Investments
- Real Estate
- Oil & Gas
- Business Development Corps
- Equipment Leasing
- 1031 Property Exchanges
- Life Insurance
- Long-Term Care Insurance
- Medicare Supplement Insurance
- Health Insurance
- Group Health/Vision/Dental