Charles Gates - Bankers Life

01/21/2025

Take a peek at a few ways to win with money as a household with two incomes and no kids. ***S

As fertility rates hit a historic low in 2024, the dual income, no kids (D***S) lifestyle is on the rise. According to a recent poll, 43% of unmarried Explore strategic paths to grow wealth as a household with a dual income and no kids. Consider these steps to advance your finances as you grow older...

01/21/2025

As 2025 quickly approaches, stay up-to-date on the latest Social Security Benefit and Pension updates.

Keeping up with economic fluctuations can be challenging. Staying informed about personal finance factors, within your control, can help foster a sense of Stay up-to-date on your finances in the New Year. Let's review a couple of important pension and Social Security benefit updates to look for in 2...

01/16/2025

How are annuities taxed? Learn more about the tax implications of qualified and nonqualified annuities and how to minimize your tax liability.

How are annuities taxed? Learn the tax implications of qualified and nonqualified annuities and how to minimize your tax liability.

01/14/2025

Financial concerns are on the rise for Gen Z and Millennials, highlighting a greater need for financial protection products such as life insurance. Check out LIMRA for more insights. https://www.limra.com/en/research/research-abstracts-public/2024/securing-the-future/?utm_source=email&utm_medium=press-release&utm_content=pressrelease&utm_term=2q24

01/14/2025

Inherited IRAs are intricate products with rules that can vary based on your relationship with the original account owner. Check out our blog for a close look at the nuances of an inherited .

Learn more about how inherited IRAs work as well as the distribution rules, tax implications, and strategies for spousal and non-spousal beneficiaries.

01/14/2025

Are you itching to go somewhere with sweeping snowy landscapes? Check out our blog for 20 important winter travel tips so you can enjoy a fun and safe seasonal adventure.

Are you itching to go somewhere with sweeping snowy landscapes, cozy chalets, and winter adventure? Traveling during the frosty season can be wondrous, Check out these 20 winter travel tips so you can enjoy a fun and safe seasonal adventure.

01/09/2025

Leaving the you desire requires strategic planning, especially if you live in a state that has an inheritance tax. Check out our blog for what you need to know.

As you plan to transfer wealth and navigate the inheritance tax, learn how to maximize your legacy so your loved ones can receive more of your estate.

01/09/2025

Make 2025 your financial year with these tips for financial wellness.

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway, many find themselves hoping for smooth sailing. Prepare for 2025 with our year-end financial tips. Budget for the holidays, get organized and make next year a financially positive one for your family...

01/07/2025

The Tax Cuts and Jobs Act of 2017, or , reduced income and increased the estate tax exemption for families and individuals. However, a sunset provision made some changes effective only for tax years 2018 through 2025. Check out our blog to learn what this could mean for you.

The Tax Cuts and Jobs Act is scheduled to end after 2025. Here's how the estate tax sunset in 2025 could affect you and how you can prepare.

01/07/2025

Isolation isn’t good for us—especially during the cold winter months. Make the effort to get out and maintain your social connections with others. Here are some tips to help.

No matter where you live and what the weather is like, it can be all too easy to fall prey to feelings of loneliness, isolation, and depression during the Keep loneliness at bay by following these tips to maintain social connections with others all winter long.

01/02/2025

Set a New Year’s resolution that will help you prepare for a secure retirement! In 2025, resolve to increase your retirement contributions by 1%. It seems like a small amount, but it can make a big difference!

Contact me for a free assessment of your portfolio and to learn about financial services and tools to help you build and protect your wealth.

01/02/2025

Set a New Year’s resolution that will help you prepare for a secure retirement! Contact me to learn about products and solutions that can help you get more mileage out of your retirement income.