Bob Gavlak, CFP

06/03/2020

I'm doing a video series - 23 Investment Questions - inspired by the recent Michael Jordan documentary on ESPN.

If you haven't watched The Last Dance yet - you absolutely should. Any sports fan would love it.

And you should also follow along with my questions - and let me know if there are any others YOU would like to ask.

09/06/2019

Some quick insight into the importance of a plan to help manage emotions when investing!

LifeSpeak expert and certified financial planner, Bob Gavlak, explains how to set up a financial plan that will last. If you think this content would be usef...

12/07/2018

It's a good idea to have a financial plan to make sure you’re heading in the right direction. But how often do you need to refresh your plan?

If you’re one of those people who have taken the time to put together a financial plan – that’s a great first step! Regardless of your age, income, or asset amount it’s always helpful to put together a plan to make sure you’re heading in the right direction. But

11/16/2018

Funding your Roth IRA is important when you're working - but what if you're retired (or close)?

Some quick tips on how to keep the money flowing into your Roth - even after retirement.

This isn’t going to be a dissertation on a Roth IRA and how it works. There are enough of those out there that walk through the benefits and drawbacks, funding limits and IRS rules. Most articles are about the benefits of Roth IRAs while you’re working. How starting a

11/09/2018

Did you know you probably won't save any tax dollars from those donations this year? Take a quick read on charitable giving 101 - and how it's changed with the new tax laws.

Many of us support our favorite charities or religious organizations. The first benefit, of course, is to support something you believe in. Your donations go directly to help fund a cause that supports any number of amazing initiatives. Once we make that donation, we also open ourselves up to

10/31/2018

It may be Halloween but my wife has already completed her Christmas shopping. As you start thinking about giving gifts to the kids in your life this holiday season, why not consider foregoing toys in favor of one of these 4 investment ideas?

My wife already has all our Christmas shopping done. Literally every member of our family is already covered – me included. I am a normal person and will probably put off most of my shopping until late December. I’ll come through in the clutch… but not without a few