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Will Updated I.R.S. Tables Create an Opportunity for Retirees?
- 03/01/21
Life expectancy tables will be updated by the IRS for the first time since 2002. If you are at "RMD" age, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.
[+] Full Article What Do I Do With All of This Money? - 02/15/21
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
Life expectancy tables will be updated by the IRS for the first time since 2002. If you are at "RMD" age, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.
[+] Full Article What Do I Do With All of This Money? - 02/15/21
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
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
- Life Insurance
- Long-Term Care Insurance
- Medicare Supplement Insurance
- Health Insurance
- Group Health/Vision/Dental
PLEASE NOTE: Diversification and asset allocation strategies do not assure profit or protect against loss. All investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.