Medicare: Understanding Parts A, B, C, & D

Posted by Ronald Gelok & Associates | May 17, 2022 | Financial Planning, Healthcare, Retirement | 0

Risk Management: Market, Interest Rate and Currenc...

Posted by Ronald Gelok & Associates | May 3, 2022 | Financial Planning, Investing, Retirement | 0

What’s My 2022 Tax Bracket?

Posted by Ronald Gelok & Associates | Apr 27, 2022 | Taxes | 0

What Is the Difference Between a Tax Credit and a ...

Posted by Ronald Gelok & Associates | Apr 20, 2022 | Financial Planning, Taxes | 0

It’s Financial Literacy Month: Brush Up on Y...

Posted by Ronald Gelok & Associates | Apr 13, 2022 | Financial Planning | 0

Essential Key Information and Financial Data for 2...

Posted by Ronald Gelok & Associates | Mar 30, 2022 | Financial Planning, Taxes | 0

Taxes

What’s My 2022 Tax Bracket?

Apr 27, 2022 | 0

Every year, the IRS evaluates and typically adjusts certain tax provisions to account for...

What Is the Difference Between a Tax Credit and a Tax Deduction?

Apr 20, 2022 | 0
Essential Key Information and Financial Data for 2022

Mar 30, 2022 | 0
Tax Strategies for High Earners

Mar 9, 2022 | 0

Retirement

Medicare: Understanding Parts A, B, C, & D

May 17, 2022 | 0

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...

Risk Management: Market, Interest Rate and Currency Risk

May 3, 2022 | 0
How to Calculate Your Net Worth & Why It Matters

Feb 16, 2022 | 0
Understanding (and Avoiding) the “Money Illusion”

Feb 2, 2022 | 0

Investing

Risk Management: Market, Interest Rate and Currency Risk

May 3, 2022 | 0

RISK MANAGEMENT MARKET, INTEREST RATE, AND CURRENCY RISK Currency Risk History has shown that...

Ukraine and Market Volatility

Mar 23, 2022 | 0
Monthly Market Insights | March 2022

Mar 17, 2022 | 0
The 7 Best Books on the History of Money & Investing

Feb 10, 2022 | 0

Financial Planning
Healthcare
Education
Government

Medicare: Understanding Parts A, B, C, & D

May 17, 2022 | 0

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...

Risk Management: Market, Interest Rate and Currency Risk

May 3, 2022 | 0
What Is the Difference Between a Tax Credit and a Tax Deduction?

Apr 20, 2022 | 0
It’s Financial Literacy Month: Brush Up on Your Financial Skills

Apr 13, 2022 | 0
Essential Key Information and Financial Data for 2022

Mar 30, 2022 | 0

Medicare: Understanding Parts A, B, C, & D

May 17, 2022 | 0

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...

Top Healthcare Costs in Retirement

Nov 3, 2021 | 0
Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know

Jul 8, 2021 | 0
What’s Your Healthcare Plan?

Jun 8, 2020 | 0
5 Retirement Myths Debunked

Mar 30, 2020 | 0

Give the Gift of Financial Knowledge: Best Books for Young Investors

Dec 2, 2021 | 0

This holiday season, give the gift of financial knowledge to the investors in your life. Whether...

Funding Your Grandchild’s Education: 529 vs Cash

Nov 24, 2020 | 0
Teachers, Administrators, and Government Employees Face Perilous Futures

Oct 19, 2020 | 0
What if Someone Younger Takes My Job?

Sep 21, 2020 | 0
What’s Your Healthcare Plan?

Jun 8, 2020 | 0

Ukraine and Market Volatility

Mar 23, 2022 | 0

What is unfolding in Ukraine is extremely troubling. As Russia presses its military advantage, it...

Monthly Market Insights | March 2022

Mar 17, 2022 | 0
Estate Tax Changes May Be Coming with the New Year

Nov 18, 2021 | 0
Could Inflation Affect Your Retirement Plans?

Jul 14, 2021 | 0
Biden’s American Jobs Plan Fact Sheet. Could You Be Impacted?

Apr 28, 2021 | 0

All

Medicare: Understanding Parts A, B, C, & D

Medicare: Understanding Parts A, B, C, &...

May 17, 2022

Risk Management: Market, Interest Rate and Currency Risk

Risk Management: Market, Interest Rate a...

May 3, 2022

What’s My 2022 Tax Bracket?

What’s My 2022 Tax Bracket?

Apr 27, 2022

What Is the Difference Between a Tax Credit and a Tax Deduction?

What Is the Difference Between a Tax Cre...

Apr 20, 2022

It’s Financial Literacy Month: Brush Up on Your Financial Skills

It’s Financial Literacy Month: Bru...

Apr 13, 2022

Essential Key Information and Financial Data for 2022

Essential Key Information and Financial ...

Mar 30, 2022

Ukraine and Market Volatility

Ukraine and Market Volatility

Mar 23, 2022

Monthly Market Insights | March 2022

Monthly Market Insights | March 2022

Mar 17, 2022

Tax Strategies for High Earners

Tax Strategies for High Earners

Mar 9, 2022

Scammers Are Getting Smarter in 2022: 5 Ways to Spot Them Online, Over the Phone and In Person

Scammers Are Getting Smarter in 2022: 5 ...

Mar 2, 2022

6 Ways to Stay Financially Fit in 2022

6 Ways to Stay Financially Fit in 2022

Feb 23, 2022

How to Calculate Your Net Worth & Why It Matters

How to Calculate Your Net Worth & W...

Feb 16, 2022

The 7 Best Books on the History of Money & Investing

The 7 Best Books on the History of Money...

Feb 10, 2022

Understanding (and Avoiding) the “Money Illusion”

Understanding (and Avoiding) the “...

Feb 2, 2022

Why Modern Portfolio Theory Still Matters

Why Modern Portfolio Theory Still Matter...

Jan 27, 2022

Your 2022 Tax Filing Season To-Do List

Your 2022 Tax Filing Season To-Do List

Jan 19, 2022

How Your Money Mentality Should Change in Retirement

How Your Money Mentality Should Change i...

Jan 11, 2022

January Is National Financial Wellness Month

January Is National Financial Wellness M...

Jan 5, 2022

5 Classic Rags-to-Riches Films

5 Classic Rags-to-Riches Films

Dec 28, 2021

December Is Identity Theft Protection Awareness Month

December Is Identity Theft Protection Aw...

Dec 21, 2021

End-of-the-Year Money Moves in 2021

End-of-the-Year Money Moves in 2021

Dec 16, 2021

What Is a Living Trust?

What Is a Living Trust?

Dec 8, 2021

Give the Gift of Financial Knowledge: Best Books for Young Investors

Give the Gift of Financial Knowledge: Be...

Dec 2, 2021

Your 2021 Guide to Year-End Charitable Giving

Your 2021 Guide to Year-End Charitable G...

Nov 24, 2021

Estate Tax Changes May Be Coming with the New Year

Estate Tax Changes May Be Coming with th...

Nov 18, 2021

Restricted Stock Units (RSU): Understanding Your Equity Compensation Options

Restricted Stock Units (RSU): Understand...

Nov 11, 2021

Top Healthcare Costs in Retirement

Top Healthcare Costs in Retirement

Nov 3, 2021

Preparing for a Single Retirement? 4 Tips for Women

Preparing for a Single Retirement? 4 Tip...

Oct 28, 2021

9 Questions to Ask Yourself During the Estate Planning Process

9 Questions to Ask Yourself During the E...

Oct 21, 2021

Beginning the Business Succession Process: A Guide for Business Owners

Beginning the Business Succession Proces...

Oct 13, 2021

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths

Estate Planning Awareness Month: Rethink...

Sep 30, 2021

5 Compelling Reasons to Consider Working in Retirement

5 Compelling Reasons to Consider Working...

Sep 22, 2021

Celebrating National Small Business Week: What to Know About Investing in Small Businesses

Celebrating National Small Business Week...

Sep 16, 2021

Flood Insurance: What Homeowners Need to Know

Flood Insurance: What Homeowners Need to...

Sep 10, 2021

Labor Day 2021: 5 Ways to Better Your Work-Life Balance

Labor Day 2021: 5 Ways to Better Your Wo...

Sep 1, 2021

How to Create an Estate Plan

How to Create an Estate Plan

Aug 24, 2021

The Economic Impact of Hurricanes: Protecting Yourself & Your Home

The Economic Impact of Hurricanes: Prote...

Aug 17, 2021

Value vs. Growth Investing: What’s the Difference?

Value vs. Growth Investing: What’s the D...

Aug 11, 2021

5 Myths About Generational Wealth

5 Myths About Generational Wealth

Aug 4, 2021

Gifting vs. Inheritance: Which Is Better For My Beneficiaries?

Gifting vs. Inheritance: Which Is Better...

Jul 21, 2021

Could Inflation Affect Your Retirement Plans?

Could Inflation Affect Your Retirement P...

Jul 14, 2021

Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know

Family Caregivers Deserve Recognition: S...

Jul 8, 2021

Happy Independence Day! Five Ways to Find Your Financial Independence This Year

Happy Independence Day! Five Ways to Fin...

Jul 1, 2021

Generational Wealth Planning

Generational Wealth Planning

Jun 23, 2021

Where Does the Travel Industry Stand as Summer 2021 Kicks Off?

Where Does the Travel Industry Stand as ...

Jun 16, 2021

Everyone is Talking About NFTs

Everyone is Talking About NFTs

Jun 8, 2021

You’re Biased Toward Your Own Money

You’re Biased Toward Your Own Mone...

Jun 2, 2021

Five Techniques to Overcome Financial Stress

Five Techniques to Overcome Financial St...

May 25, 2021

Four Ways to Teach Your Grandkids About Money

Four Ways to Teach Your Grandkids About ...

May 19, 2021

Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

Bill & Melinda Gates Are Divorcing:...

May 12, 2021

LLC, C-Corp or S-Corp? A Guide to Protecting Your Business Assets

LLC, C-Corp or S-Corp? A Guide to Protec...

May 5, 2021

Biden’s American Jobs Plan Fact Sheet. Could You Be Impacted?

Biden’s American Jobs Plan Fact Sheet. C...

Apr 28, 2021

Understanding Inflation in 2021: What Investors Need to Know.

Understanding Inflation in 2021: What In...

Apr 19, 2021

A Federal Wealth Tax Has Been Introduced in the Senate.

A Federal Wealth Tax Has Been Introduced...

Apr 14, 2021

Five Key Lessons to Learn Before You Retire

Five Key Lessons to Learn Before You Ret...

Apr 7, 2021

13 Ways to Keep Your Finances Secure Online

13 Ways to Keep Your Finances Secure Onl...

Mar 31, 2021

What if You Retire in a Recession?

What if You Retire in a Recession?

Mar 24, 2021

Tax Preparation vs Tax Planning: Which is Right for You?

Tax Preparation vs Tax Planning: Which i...

Mar 15, 2021

Retirement is For Freedom

Retirement is For Freedom

Mar 9, 2021

Retirement Happy Factor: Guaranteed Lifetime Income

Retirement Happy Factor: Guaranteed Life...

Mar 5, 2021

February 2021 Economic Predictions

February 2021 Economic Predictions

Feb 22, 2021

Taxes: How Did We Get Here?

Taxes: How Did We Get Here?

Feb 17, 2021

Will Your Family Be Alright When You’re Gone? Estate Planning 101

Will Your Family Be Alright When You’re ...

Feb 10, 2021

The Cost Of Doing Nothing Is Your Retirement

The Cost Of Doing Nothing Is Your Retire...

Feb 3, 2021

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

Jan 28, 2021

The Best Retirement Tax Workaround

The Best Retirement Tax Workaround

Jan 20, 2021

January 2021 ECONOMIC UPDATE

January 2021 ECONOMIC UPDATE

Jan 11, 2021

The Four Biggest Mistakes a Retiree Can Make

The Four Biggest Mistakes a Retiree Can ...

Jan 5, 2021

MARKETS & MARRIAGE

MARKETS & MARRIAGE

Jan 5, 2021

What to Do with an Inheritance

What to Do with an Inheritance

Dec 14, 2020

The Top RMD Strategies

The Top RMD Strategies

Nov 30, 2020

Funding Your Grandchild’s Education: 529 vs Cash

Funding Your Grandchild’s Education: 529...

Nov 24, 2020

The 2020 Presidential Election and Your Taxes

The 2020 Presidential Election and Your ...

Nov 2, 2020

Retirement Income Road-Mapping for a New Era

Retirement Income Road-Mapping for a New...

Oct 26, 2020

Teachers, Administrators, and Government Employees Face Perilous Futures

Teachers, Administrators, and Government...

Oct 19, 2020

What if Someone Younger Takes My Job?

What if Someone Younger Takes My Job?

Sep 21, 2020

5 Easy Ways to Protect Against Identity Theft

5 Easy Ways to Protect Against Identity ...

Aug 24, 2020

Create YOUR Ideal Retirement Strategy

Create YOUR Ideal Retirement Strategy

Aug 10, 2020

Your Extended Care Strategy

Your Extended Care Strategy

Jul 7, 2020

What’s Your Healthcare Plan?

What’s Your Healthcare Plan?

Jun 8, 2020

STOP! Read This Before You Sell Your Home!

STOP! Read This Before You Sell Your Hom...

Jun 1, 2020

Estate Planning Checklist

Estate Planning Checklist

May 26, 2020

Pros and Cons of 401(k) Loans

Pros and Cons of 401(k) Loans

May 4, 2020

DON’T PANIC! Try These Practical Steps

DON’T PANIC! Try These Practical Steps

Apr 27, 2020

Determine Your Risk Tolerance

Determine Your Risk Tolerance

Apr 20, 2020

Inherited Accounts Under the CARES Act

Inherited Accounts Under the CARES Act

Apr 17, 2020

Everything You Need to Know About the Stimulus Checks

Everything You Need to Know About the St...

Apr 15, 2020

3 Financial Moves NOT to Make During COVID-19

3 Financial Moves NOT to Make During COV...

Apr 13, 2020

The 2020 RMD Rundown

The 2020 RMD Rundown

Apr 6, 2020

Pullbacks, Corrections, and Bear Markets: What YOU Need to Know

Pullbacks, Corrections, and Bear Markets...

Apr 3, 2020

Is COVID-19 “pulling the shades down” on your retirement?

Is COVID-19 “pulling the shades down” on...

Apr 2, 2020

Homeowners Won’t Want to Miss This!

Homeowners Won’t Want to Miss This!

Apr 1, 2020

5 Retirement Myths Debunked

5 Retirement Myths Debunked

Mar 30, 2020

Top 3 Mistakes to Avoid During A Bear Market

Top 3 Mistakes to Avoid During A Bear Ma...

Mar 23, 2020

Smart Questions to Ask a Potential Financial Advisor

Smart Questions to Ask a Potential Finan...

Feb 18, 2020

A Quick Guide to Micro Investing

A Quick Guide to Micro Investing

Feb 3, 2020

Choose Your Best Tax Strategy in 2020

Choose Your Best Tax Strategy in 2020

Jan 27, 2020

Recent Posts

Medicare: Understanding Parts A, B, C, & D
May 17, 2022
Risk Management: Market, Interest Rate and Currency Risk
May 3, 2022
What’s My 2022 Tax Bracket?
Apr 27, 2022
What Is the Difference Between a Tax Credit and a Tax Deduction?
Apr 20, 2022
It’s Financial Literacy Month: Brush Up on Your Financial Skills
Apr 13, 2022

Follow Us

Categories