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Perception vs. Reality The Cost of Procrastination Ready for Retirement? A Bucket Plan to Go with Your Bucket List

Gateway Capital Management is an independent registered investment advisory firm based in Miami Florida. We offer our clients a comprehensive suite of financial services. As a CPA based financial advisor, our broad based experience allows us to provide our clients with a dynamic range of expertise unmatched by many of our competitors. Our goal is to provide truly independent impartial financial advise and ensure our clients feel confident and secure about their future. We have developed a strong reputation in the South Florida community by committing to our core values of honesty and integrity. We invite you to explore our firm and look forward to meeting with you.

Helpful Content

Social Security: What’s Changing in 2016?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Cash Flow?

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

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Bridging the Confidence Gap

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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