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Active listening leads to careful planning. IronGate Partners is a trusted advisor for discerning individuals, families, and companies. Our team of professionals offers extensive wealth management experience to help you preserve and build upon your financial foundation. As a fiercely independent firm, we recognize that successful people need and deserve proactive advice. We are uniquely qualified to help you achieve clarity and confidence for the future.
IronGate Partners Wealth Management services can benefit anyone seeking financial peace of mind, whether you are retired or nearing retirement, or you are a professional seeking assistance in building and managing your wealth as you move in that direction.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A change in your mindset during retirement may drive changes to your portfolio.
Ascertaining the value of your business is important for a variety of reasons.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
What if instead of buying that home, you invested that money?
Have you explored all of your choices when it comes to managing your taxable income?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.