Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—David Gossett can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Protect yourself against the damage that your homeowners policy doesn’t cover.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.