Insights

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 …

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 …

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

Having goals are extremely important to build true wealth. Achieving your financial goals does not just happen by itself. It takes a planning and massive action to implement the plan then being consistently diligent to adhere to the plan especially in the face of uncertainty in the world ar …

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Have you ever worried that your money might not last as long as you do in retirement? If so, you’re not alone. That is the biggest concern for 49% of Americans regarding retirement.[1] With increased longevity and fewer companies …

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.