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 …
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 …
Traditional or Roth – Which IRA Works for You?
Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention.
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package
The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.
What to Expect From Low Volatility Investing: Insight into QBI Strategies
During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …
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, …
5 Things to Watch in the First Quarter of 2021
Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so …
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 …
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.
