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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 …
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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 …

The Promise of the Biotech Industry and What It Could Mean to Investors

I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from f …

How To Do a 401(k) Rollover From a Previous Job

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor A big question I get all the time is, “What do I do with my old 401(k) and can I roll it over from my previous job?” The short answer is: yes, you can. When you leave a job after making pre-tax contributions to …

How To Hire A Financial Advisor

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor Your financial future is complex. How will you organize your financial life to ensure you have the appropriate plan to fund your retirement, send your kids to college, plan your estate and still live well now? Another question to …

How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …

Helpful Financial Tools for Women

By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor In my experience as an advisor, I’ve too often seen women held back in financial knowledge because they took years off to raise children or for whatever reason weren’t the financial decision-makers in the house. Later on in life, …
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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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