Gottier Investments

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

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Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Earnings season can move markets. What is it and why is it important?

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Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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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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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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