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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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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investors seeking world investments can choose between global and international funds. What's the difference?
Three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?