Gunn Financial Associates

Newsletters

Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.
Balancing Medicare and Work-Based Insurance

Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
HOT TOPIC: Supply-Chain Chaos: Holiday Edition

Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.