Goss Wealth Management

In celebration of America’s birthday, our office will close at noon on Thursday, July 3, and remain closed Friday, July 4.

Wishing you a joyful holiday weekend filled with the best of what makes this country special — family, friends, faith, food, and FREEDOM! 🇺🇸

-Goss Wealth Management Team

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Do you need umbrella insurance? Find out more.

Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

[Video] Agent Jane Bond wants you to know about the basics of the .

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

Take the time to think about these three things when shopping for your next vehicle.

Consider These 3 Things Before Driving Off the Lot Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Teen Drinking and Your Liability Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.