We offer many financial and retirement services including but not limited to:
- Pre‐Retirement Planning
- Retirement Planning
- IRA & Beneficiary Planning
- Dynamic Asset Allocation
Gotleib & Associates, LLC is committed to providing superior service to our clientele.
Each and every client is important to our success and deserves individualized attention.
We offer our services to potential retirees in a professional manner and will never compromise our integrity.Read More
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
It's important to make sure your retirement strategy anticipates health-care expenses.
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.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.