3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

9 Building Blocks for a Strong Financial Future

By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Building wealth is a slow and gradual process; patience and consistency are the keys to prosperity. There are several components in the basics of personal financial planning. Let’s walk through the basic building blocks of a stro …

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Three Habits That Can Help You Acquire Wealth

By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor What does wealth mean to you? Many people have different goals and aspirations, but wealth is an often misunderstood concept, despite the number of books that have been written on the subject over the past century. Perhaps the si …

You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

What To Do When Your Spouse Suddenly Dies

By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor The death of a spouse deals a devastating emotional blow while also creating financial challenges with long-term implications. Here are a few key action steps that require proactive follow-up by the surviving spouse to help allev …

5 Risk Factors to Watch in the Third Quarter of 2021

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

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.

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