Patrick J. Gall, CFP with Retirement Wealth Solutions, LLC

12/29/2021

When you're retired you have to think about expenses differently. That's why it helps to have an approach in place not only to manage your assets but also track your expenses. Together, we can reach your retirement goals.

12/27/2021

When it comes to your finances, retirement shouldn't bring a lot of extra work. Leave it to me. As a financial professional with New York Life, I have all the tools I need to help you reach your retirement goals.

12/22/2021

Living your best retirement means developing a financial strategy that takes advantage of all your assets. As a financial professional with New York Life, I can help you make the most of your retirement.

12/20/2021

Managing your family's finances is a balancing act between budgeting and saving. It's an investment in your future. I can help you develop a financial strategy that meets your needs for today and tomorrow.

12/15/2021

If you haven’t withdrawn your required minimum distribution (RMD) from your retirement account, take these steps now to avoid penalties.

If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.

12/13/2021

You can act now to enhance your finances in 2022. Here are things you can do to start the new year on your best financial footing.

You can take action now to lower your taxes, save money and enhance your finances for 2022.

12/08/2021

When aging parents are no longer able to manage their finances, someone else will have to step in. Take a look at the 3 most common mistakes to avoid when managing their money matters.

When adult children need to take over financial management for an aging parent, difficulties can arise. It is critical for you to know the legal path to manage finances as spelled out in legal documents.

12/06/2021

Tis the season of gathering together, sharing meals, and…discussing finances?! Maybe that last one isn't your tradition, but the holidays are a great time to discuss important topics like inheritance, guardianship, and living wills. These tips can help.

12/02/2021

Maintaining a budget during the holiday season can be as hard as Aunt Edna's fruitcake. To help you out, here are some tips that can get you through it without breaking the bank…or your teeth.

Holidays financial planning advice from New York Life - Christmas, Thanksgiving, Hanukkah, Christmas, New Year’s.

11/03/2021

As you get further along in your career, preparing for retirement becomes a bigger focus. Give me a call and we can discuss the best strategy for you.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

11/01/2021

No one can tell the future. That's why preparing for retirement can often feel so overwhelming. Fortunately, with a little help, you can prepare for whatever comes your way. Read this article and let's get started today.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

10/20/2021

Retirement savings can help you live comfortably for years to come, but this article highlights three unexpected costs future retirees need to plan for

These sneaky costs can break even the most careful budget