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Goss Wealth Management

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GWM Advisors

We Work For You

As full service financial planners, working with us means digging in deep to discover what your unique set of needs are. We believe that no two clients’ needs are the same and your plan should be tailored to help address your needs. Our team of four advisors will develop a customized plan that is easy to understand and work with you to seamlessly implement it. If that means coordinating the plan with your tax or legal professionals, other family members, or business partners, we’re here to do that too. The bottom line is, we work for you. All of us on the Goss Wealth Management team want you to leave the work to us so you can get out and enjoy life. 

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Call Out Box One Call Out Box One

Our riskalyze technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

What's Your Risk?
 
Call Out Box Two

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Call Out Box Three

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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