Dale Kolar of Gateway Financial Partners

05/27/2026

Diversification isn’t about owning a little bit of everything, it’s about owning the right mix for you.

05/21/2026

Inheriting an IRA can come with more than just financial responsibility. It comes with IRS rules, deadlines, and decisions that can impact your taxes.

Forbes has more!

https://www.forbes.com/sites/davidrae/2024/04/24/3-mistakes-beneficiaries-must-avoid-when-inheriting-an-ira/?sh=2c01937367d5

The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.

05/18/2026

Being consistent in your efforts makes all the difference!

05/12/2026

Investing 100% in bonds.

This is considered a conservative asset allocation strategy because bonds typically carry less risk and volatility compared to stocks.

However, it’s important to note that while bonds are generally safer, they also tend to offer lower potential returns, and 100% allocation to bonds may not be suitable for everyone depending on their goals and time horizon.

05/06/2026

Market declines are a normal part of investing.

Instead of making quick decisions based on fear, it’s helpful to revisit your long-term strategy and risk tolerance.

Staying invested can often lead to better outcomes than trying to time the market.

04/24/2026

Estate planning is about protecting what you’ve built. Consider these four strategic moves:

1. Create or update your will
2. Establish a trust for asset protection
3. Designate beneficiaries correctly
4. Plan for potential estate taxes.

04/20/2026

With around $16 trillion expected to be inherited as part of the great wealth transfer, it's important to know what the options are for the next steps.

https://www.morningstar.com/portfolios/how-i-handled-an-unexpected-inheritance

A personal look at the steps my husband and I took when a death in the family brought about a surprise inheritance.

04/16/2026

Where you hold your investments matters just as much as what you invest in.

Taxable accounts may be best for assets with lower tax burdens, while tax-advantaged accounts like IRAs or 401(k)s can help defer taxes on high-growth investments.

04/10/2026

A Donor-Advised Fund (DAF) allows you to contribute to charity and receive an immediate tax deduction while distributing funds to causes over time.

It can be a flexible way to align philanthropy with financial strategy.

04/07/2026

Building wealth is one thing, keeping it is another. Without a solid financial strategy, your assets can slowly slip away, just like water in a leaky bucket. Are you taking the right steps to preserve what you’ve built?