D. Gates Wealth Management

06/02/2026

Did you know it's "Leave the Office Early Day"?

What will the D. Gates Wealth Management Team do? Baby Joey might have something to say about this.

06/01/2026

Get To Know the DGWM Team

Meet Jill!

Where are you from? Spicer, MN - a small town on a lake that doubles in size during the summer.

Favorite thing to do? I love to go dancing with my partner Joe twice a week and enjoy sitting at the beach on North Captiva on the weekends listening to the ocean waves.

Do you love sports? I'm a sports fanatic and used to travel to different states to visit baseball stadiums.

Tell us about your family! I have four spunky and adorable granddaughters who live in ND. I will spend my vacation to attend two of my boys' weddings this summer. One in July in MN, and the other in August in CO.

05/29/2026

Happy 529 Day! 🎓 While 529 plans are best known for helping families save for college, they’re actually a flexible, tax-advantaged way to invest in education over time. Funds can be used for qualified education expenses including tuition, fees, books, supplies, equipment, and room & board (up to the school’s cost).

05/29/2026

This or That?

Hot or Iced Coffee? The team at D. Gates Wealth Management shares their favorites. ☕🤎

What say you? Hot or Iced?

05/27/2026

LPL Financial's brings clarity to complex markets. Explore the latest insights today! 🖋️ https://www.dgateswealthmanagement.com/lpl-research-kf26a

05/27/2026

Yes, we love to vacation, but we are still working for you!

Happy Summer!

05/26/2026

You saved diligently for retirement—but now comes the hard part: spending it without guilt.
Learn how to enjoy the money you worked so hard for and retire with confidence.

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

05/26/2026

Before summer gets busy, take time for a few key financial check-ins. From budgeting and savings to retirement contributions and planning ahead, these five smart moves can help you head into the season with more clarity and confidence.

Before summer begins, review these five important financial checks to help you stay organized, prepared, and confident heading into a busier season.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/22/2026

Most people plan for retirement income but often overlook healthcare expenses. The HALO assessment helps identify potential health risks, estimate future care costs, and project how long your money may need to last. Planning ahead can help reduce surprises later. 👉
https://www.dgateswealthmanagement.com/long-term-care-planning