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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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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."
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A look inside the U.S. government's statistics on household net worth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
In the face of divorce, making changes to insurance coverage may be overlooked.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?