Gongola Financial

Milestone Birthdays for Retirement-Planning Purposes Approaching retirement? Note these important birthdays, which might affect your plans.

Understanding Defined Benefit Plans Learn more about traditional pension plans.

I'm happy to help. Let me know if you have any questions or just want to discuss in general.

Taking Advantage of Employer-Sponsored Retirement Plans Employer-sponsored qualified retirement plans are among the most powerful retirement savings tools available.

This is a good reference for 2025. Call me if you have any questions or want to discuss. 773-905-2837

2025 Key Numbers Find out more...

Understanding Social Security How much do you know about Social Security?

Adjusting to Life Financially after a Divorce After a divorce, it's important to take a fresh look at your finances.

Budgeting can be difficult but I can assure you it's extremely rewarding after some hard work.

Establishing a Budget Before you create a budget, take the time to define both your short-term and long-term goals, and then decide how important it is for you to achieve those goals. You'll also want to add up your income from every source, and all of your expenses, too. To get ahead, you'll have to spend less than you....

With recent events in my own family I've been reminded that this is an important topic for everyone to address.

Should You Buy Long-Term Care Insurance? Chances are good that you will need some form of long-term care in the future. Don't look to Medicare for help unless you've met its hospitalization requirements and eligibility guidelines. Long-term care insurance is a way to retain your independence, protect your assets, and maintain your standard...

I pride myself in listening. Let me know if you have concerns or just want to check in on what you're doing.

Women and Money: Taking Charge of Your Financial Future Women and Money: Taking Charge of Your Financial Future

Let me know if you need to chat about old 401k and retirement plans.

Changing Jobs? Know Your 401(k) Options Be sure you understand the options for your 401(k) plan when leaving your job.

I work with a lot of small businesses on retirement plans for employees and owners. Let me know if this subject has been on your mind.

Retirement Plans for Small Businesses A tax-advantaged retirement plan offers benefits to both business owners and employees.

Widowed, divorced, and single women are some of my favorite clients to work with. Let me know if you have concerns about your financial planning. I'm here to help.

Women and Money: Taking Charge of Your Financial Future Women and Money: Taking Charge of Your Financial Future