Jon R. Gates, Financial Planner/ Investment Advisor Representative

03/06/2025

Diversification is a key component to long-term investing growth and should be unique to your goals. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions designed just for you.

02/06/2025

Tax season is here, but there’s still time to minimize potential tax liability. Let’s explore efficient tax strategies for this season and beyond.

01/03/2025

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to ensure your plans stay on track in 2025 and beyond.

12/16/2024

Are you thinking about philanthropic strategies to give back and leave the legacy you desire this holiday season? I'm here and ready to help discuss these important choices for your financial assets. Let's chat!

12/02/2024

Protect your loved ones and beneficiaries by ensuring they get everything as you intended. Let’s chat about how to navigate the conversation this season to ease the burden down the road.

https://blog.massmutual.com/retiring-investing/thanksgiving-estate-planning.

11/18/2024

The holiday season is a time of joy and generosity, but also a time when scammers prey on unsuspecting people. These scams can trick even the savviest individuals into giving away their personal or financial information. Reach out with any questions and let’s help protect our families.

https://blog.massmutual.com/retiring-investing/senior-scams-holiday.

10/28/2024

Managing your own wealth can feel like a full-time job, especially on days that already feel short. Let’s talk about how I can help you get time back with personalized solutions for your financial needs.

https://fieldnet.massmutual.com/public/mmlisi/pdfs/mi1467.pdf.

10/15/2024

From maximizing retirement contributions to donating to charity, there are ways to reduce your tax liability and help you make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

09/16/2024

When it comes to estate planning, give yourself and your family the peace of mind you deserve. Let’s discuss how trusts can help your wealth do what you intend for it to do.

Beyond administration, they can help keep your investment philosophy on track.

08/12/2024

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?