Client Memos
2021 Retirement Account Contribution Limits
Below are the 2021 tax year contribution/deferral limits. Please review your unique tax situation with a professional before significantly altering your retirement…
Asset Allocation Review
As the stock market continues to reach all-time highs, we want to encourage you to review your investable assets to make sure…
Estate Taxes
“Tis impossible to be sure of any thing but Death and Taxes” – Christopher Bullock (1716)Federal estate taxes, gift taxes, and generation…
Planning for Long-term Care
In light of our population’s current demographics and projected longevity, there is a heightened need for long-term care planning. More people than…
Planning for Incapacity
Estate planning is an integral part of any financial plan and encompasses more than just the distribution of assets at death. Advance…
Don’t Waste A Low Tax Bracket
A low tax bracket is a terrible thing to waste!When calculating your income tax liability, there are three core components:Gross income, which…
GJIC named to the CNBC Financial Advisor Top 100 list
It is with great pride we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list. The…
Employer Benefits
Are you obtaining the maximum utility from your employer benefits? Whether you are a new employee or are approaching retirement, it is…