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How To Choose An Investment Strategy

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor People use the word, “strategy” in different ways, but it generally refers to a specific approach to solving a problem. An investor who defines a strategy makes a conscious decision to consider only opportunities that fit the ove …
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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

How Much Money Do I Need to Retire?

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor Do you know how much money you need to ensure you do not outlive it? Many people naturally wonder how much money will be needed after retirement. One excellent book to help you with this wonder that I recommend is Rewirement by …

Fiduciary Standards Vs. Suitability Standards: What’s The Difference?

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor When you trust an advisor with your hard-earned money and your family’s future, one critical factor that bears great importance is the professional standard of care they must meet when working with you. Every industry has standa …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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