Gwyther & Holt Investment Advisors serves women, in every curve of life, and the men who support them. Every woman is individual and independent, regardless of her relationship status or financial position. We believe women demand a different approach to financial well-being, value the highest commitment to service and ongoing communication, and appreciate the attention to detail we consistently deliver.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Bonds may outperform stocks one year only to have stocks rebound the next.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When considering life insurance, it's important to understand your options.
The item most homeowners forget on their home improvement project checklist is insurance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Even if you’re young and single, you should still consider protecting yourself.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
Have you explored all your options when it comes to managing your taxable income?
There’s been a lot of talk about Tax Reform. What might it look like?