The Richest Man in Babylon What Smart Investors Know The Power of Compound Interest
Services

Services

We offer many financial and retirement services including but not limited to:

  • Pre‐Retirement Planning
  • Retirement Planning
  • IRA & Beneficiary Planning
  • Dynamic Asset Allocation
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Company

Company

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.

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Helpful Content

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

What Is a Stretch IRA?

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?

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.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

How Income Taxes Work

A quick look at how federal income taxes work.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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