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10 Common Mistakes People Make With Their Money

By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor As hard as we may try to keep track of every penny, many of us are losing cash without even realizing it. Whether it is in the form of drive-through coffee, online shopping, or the temptation to sell stocks after a market crash t …

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

How To Avoid A Financial Nightmare During A Divorce

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor When a couple decides to divorce, the intense emotions and sudden changes can make it feel nearly impossible to think clearly about money and finances. For this reason, I always stress the importance of assembling your team of pr …

Life Insurance Strategies for Business Owners

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amo …

5 Ways You Can Protect Your Wealth

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor Something you may not know about me is that I am a big history buff. I am fascinated by the sprawling historic castles that were occupied by reigning kings, queens, dukes and duchesses. What is interesting to me is that many of t …

How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …
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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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