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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
There’s a link between debt and stress.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Knowing the rules may help you decide when to start benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
Recent changes in estate tax laws could affect the strategy you have in place.
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.