Andrew Aubrey of Gateway Financial Partners

09/01/2026

Exiting your business changes the way your finances look.

Taxes, income sources, and legacy considerations often shift after a sale.

Exploring your options ahead of time can help you understand how your business success may translate into personal wealth for the future.

860.430.8195
[email protected]
andrewaubrey.com

08/27/2026

Some retirement challenges can feel overwhelming. Forbes outlines four approaches that may help individuals move from delaying decisions to addressing them step-by-step.

https://www.forbes.com/sites/josephcoughlin/2024/06/18/4-ways-to-take-action-rather-than-rationalize-your-retirement-hurdles/?ss=retirement

08/26/2026

Original Medicare doesn’t cover:

• Long-term care
• Dental and vision
• Hearing aids
• Overseas emergencies

Understanding the gaps now can help you avoid financial stress later.

08/21/2026

If something happens and you can’t speak for yourself, who makes the call?

A healthcare proxy, also known as a medical power of attorney, allows someone you trust to make medical decisions on your behalf. It’s a simple but powerful step toward protecting your wishes.

08/14/2026

A big thank you to everyone who joined us at our annual Yard Goats Client Event!

Here’s to another night of fun at the ballpark.

08/14/2026

You can still use it tax-free for medical expenses, but if used for non-medical spending, it’s taxed like regular income (not penalized).

Understanding the rules helps you craft a more informed plan.

08/13/2026

Planning for the unexpected means looking at the what ifs.

If long-term care becomes part of your future, how prepared will you be?

Here are six things to consider when shopping for coverage.

https://www.kiplinger.com/kiplinger-advisor-collective/long-term-care-insurance-key-factors-to-consider

08/10/2026

3 Common Healthcare Planning Mistakes in Retirement

• Using today’s costs instead of accounting for inflation

• Assuming Medicare covers everything

• Overlooking your spouse’s healthcare needs

Avoiding these pitfalls starts with awareness and a plan.

08/07/2026

Whether you're stepping away from a business or shifting into retirement, it's important to take a closer look at how healthcare, income, and lifestyle all intersect.

Let’s connect and create a plan that reflects the road ahead.

860.430.8195
[email protected]
andrewaubrey.com

07/30/2026

Growth and stability aren’t opposites, they’re both part of the conversation in retirement planning.

https://www.forbes.com/councils/forbesfinancecouncil/2025/06/23/16-strategies-to-keep-your-retirement-portfolio-growing-and-balanced/

You shouldn't treat your retirement like a crockpot; you should treat it like a business.