Broker Check
Divider

(305) 814-8926

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

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

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

View all calculators arrow

Managing Your Lifestyle

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

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.

View all presentations arrow

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

View all videos arrow