Hello, I'm Gail.
The most common question I get is “How much money do I need to retire?” My response is, “Do you want to retire in a condo on Central Park South in NYC or in a double-wide on the Eastern Shore?” We design the plan for the life you want.
Gail has over forty years of experience in the financial services industry. She earned her undergraduate degree from the University of Michigan and her MBA in accounting and finance from the University of Maryland. Gail is currently a non-practicing CPA, but previously was a partner in the tax department of a top national accounting firm. Gail has her securities licenses as well as life, health, disability, and variable annuity licenses. She was designated a licensed Long-Term Care Professional in 1994.
Gail founded The Financial Strategies Group in 1990 to fulfill her passion for helping people and for problem-solving. Working with her team, she listens, educates, and outlines the costs and benefits of every situation, and she thrives on clients achieving their financial and emotional goals.
Gail and her husband Phil have raised two sons who both now reside in the DC Metro area and who have given them tremendous joy as well as a wonderful daughter-in-law and a perfect granddaughter. Gail is an avid game player, especially word games and card games. She loves the beach, traveling, reading mysteries, rock n’ roll music, the Nationals, Wizards, and Caps. Her volunteer activities have included teaching English to adult non-English speakers, serving as president of a professional study group, and serving on the finance committee of a non-profit organization. She is currently a committee member for various organizations and an active member in 100 Women Who Care.
Read Gail’s Blog
When the Fed Chair Talks, People Listen
The financial markets are on edge this year each time Fed Chair Jerome Powell takes the podium following a Federal Open Market Committee (FOMC) meeting.
The chart below shows that the Standa... read more
Important Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key po... read more
1% Moves in the S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.
The S&P 500 has posted 81 daily moves of at... read more
Rule Change on Grandparents Giving to 529 Plans
Gifting to grandchildren’s 529 Plan is a wonderful way to make a meaningful and tax-advantaged contribution to a grandchild’s education. Remember that funds in a 529 plan can be used fo... read more